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Advisor Group’s Atmos Energy ATO Stock Holding History

Advisor Group’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
2019
Q4 		$1.16M Buy
10,368
+1,591
+18% +$174K 0.01% 1106
2019
Q3 		$999K Buy
8,777
+2,556
+41% +$279K 0.01% 1138
2019
Q2 		$657K Sell
6,221
-867
-12% -$88.8K 0.01% 1426
2019
Q1 		$730K Buy
7,088
+351
+5% +$34.2K 0.01% 1325
2018
Q4 		$625K Sell
6,737
-553
-8% -$52.9K 0.01% 1251
2018
Q3 		$685K Buy
7,290
+1,833
+34% +$169K 0.01% 1240
2018
Q2 		$492K Sell
5,457
-758
-12% -$65.6K 0.01% 1317
2018
Q1 		$523K Sell
6,215
-1,091
-15% -$88.8K 0.01% 1295
2017
Q4 		$628K Buy
7,306
+1,003
+16% +$88.2K 0.01% 1179
2017
Q3 		$529K Buy
6,303
+2,017
+47% +$174K 0.01% 1171
2017
Q2 		$356K Buy
4,286
+164
+4% +$13.5K 0.01% 1357
2017
Q1 		$327K Buy
4,122
+740
+22% +$56.8K 0.01% 1328
2016
Q4 		$251K Sell
3,382
-82
-2% -$5.92K 0.01% 1401
2016
Q3 		$258K Sell
3,464
-2,645
-43% -$204K 0.01% 1358
2016
Q2 		$494K Buy
+6,109
New +$453K 0.01% 924

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Group's ATO Position: Q4 2019 in Review

Advisor Group increased its Atmos Energy (ATO) stake by 18% in Q4 2019, buying an estimated $174K and bringing the position to 10,368 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1106.

Advisor Group first reported a position in ATO in Q2 2016 and has held it in 15 quarters since. 568 funds tracked by Wall St. Rank hold ATO as of Q4 2019.

  • Advisor Group held 10,368 shares of Atmos Energy worth $1.16M as of Q4 2019.
  • Advisor Group bought 1,591 Atmos Energy shares in Q4 2019, an estimated $174K.
  • Atmos Energy made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1106 holding.
  • Advisor Group first reported a position in Atmos Energy in Q2 2016 and has held it in 15 quarters since.
  • 568 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.