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Accel Wealth Management’s Atmos Energy ATO Stock Holding History

Accel Wealth Management’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$22.5K – 219
2023
Q1 		$22.5K Hold
200
– – 0.01% 673
2022
Q4 		$22.4K Hold
200
– – 0.01% 521
2022
Q3 		$21K Sell
200
-250
-56% -$28.6K 0.01% 541
2022
Q2 		$50K Hold
450
– – 0.03% 343
2022
Q1 		$55K Hold
450
– – 0.03% 351
2021
Q4 		$47K Buy
450
+250
+125% +$23.7K 0.02% 392
2021
Q3 		$18K Hold
200
– – 0.01% 522
2021
Q2 		$19K Hold
200
– – 0.01% 554
2021
Q1 		$20K Hold
200
– – 0.02% 501
2020
Q4 		$19K Buy
+200
New +$19.3K 0.02% 502

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Accel Wealth Management's ATO Position: Q2 2023 in Review

Accel Wealth Management sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 200 shares — an estimated $22.5K sold.

Accel Wealth Management first reported a position in ATO in Q4 2020 and held it in 10 quarters. The position peaked at $55K in Q1 2022. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

  • Accel Wealth Management reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 200 Atmos Energy shares in Q2 2023, an estimated $22.5K.
  • Accel Wealth Management first reported a position in Atmos Energy in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Atmos Energy position peaked at $55K in Q1 2022.
  • 671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.