West Financial Advisors’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

West Financial Advisors’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
2024 Q2	–	Sell	-100	Closed	-$1.85K	–	166
2024 Q1	$1.85K	Hold	100	–	–	﹤0.01%	137
2023 Q4	$2.15K	Hold	100	–	–	﹤0.01%	140
2023 Q3	$1.91K	Hold	100	–	–	﹤0.01%	176
2023 Q2	$2.34K	Hold	100	–	–	﹤0.01%	150
2023 Q1	$2.96K	Hold	100	–	–	﹤0.01%	133
2022 Q4	$2.59K	Hold	100	–	–	﹤0.01%	133
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	159
2022 Q2	$3K	Buy	+100	New	+$3.25K	﹤0.01%	146

Other funds holding AY

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

MAM

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

West Financial Advisors's AY Position: Q2 2024 in Review

West Financial Advisors sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2024, closing a stake of 100 shares — an estimated $1.85K sold.

West Financial Advisors first reported a position in AY in Q2 2022 and held it in 8 quarters. The position peaked at $3K in Q3 2022. 202 funds tracked by Wall St. Rank hold AY as of Q2 2024.

West Financial Advisors reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2024 after selling out during the quarter.
West Financial Advisors sold 100 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2024, an estimated $1.85K.
West Financial Advisors first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q2 2022 and held it in 8 quarters.
West Financial Advisors's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $3K in Q3 2022.
202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2024.

Based on West Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.