AG
ATO icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return