WP
AY

WealthShield Partners’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

WealthShield Partners’s Portfolio AY Stock Details AY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-607
Closed -$22K – 1187
2021
Q1 		$22K Buy
+607
New +$23.9K ﹤0.01% 649

Other funds holding AY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

WealthShield Partners's AY Position: Q2 2021 in Review

WealthShield Partners sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2021, closing a stake of 607 shares — an estimated $22K sold.

WealthShield Partners first reported a position in AY in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 201 funds tracked by Wall St. Rank hold AY as of Q2 2021.

  • WealthShield Partners reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 607 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2021, an estimated $22K.
  • WealthShield Partners first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $22K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.