WR Wealth Planners’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

WR Wealth Planners’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	-1,000	Closed	-$18.5K	–	1229
2024 Q1	$18.5K	Buy	+1,000	New	+$18.8K	0.01%	467
2023 Q4	–	Sell	-1,000	Closed	-$19.1K	–	898
2023 Q3	$19.1K	Hold	1,000	–	–	0.01%	433
2023 Q2	$23.4K	Hold	1,000	–	–	0.01%	410
2023 Q1	$29.6K	Buy	+1,000	New	+$27.2K	0.01%	384

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

WR Wealth Planners's AY Position: Q2 2024 in Review

WR Wealth Planners sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2024, closing a stake of 1,000 shares — an estimated $18.5K sold.

WR Wealth Planners first reported a position in AY in Q1 2023 and held it in 4 quarters. The position peaked at $29.6K in Q1 2023. 202 funds tracked by Wall St. Rank hold AY as of Q2 2024.

WR Wealth Planners reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 1,000 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2024, an estimated $18.5K.
WR Wealth Planners first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q1 2023 and held it in 4 quarters.
WR Wealth Planners's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $29.6K in Q1 2023.
202 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.