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Advisor Partners’s Atmos Energy ATO Stock Holding History

Advisor Partners’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
2022
Q2 		$1.11M Buy
9,907
+1,503
+18% +$172K 0.08% 268
2022
Q1 		$1M Buy
8,404
+3,046
+57% +$333K 0.06% 301
2021
Q4 		$562K Buy
+5,358
New +$508K 0.03% 485
2021
Q3 		– Sell
-2,239
Closed -$215K – 809
2021
Q2 		$215K Sell
2,239
-45
-2% -$4.51K 0.01% 770
2021
Q1 		$226K Sell
2,284
-317
-12% -$28.9K 0.02% 727
2020
Q4 		$248K Sell
2,601
-345
-12% -$33.3K 0.02% 638
2020
Q3 		$282K Sell
2,946
-3,375
-53% -$337K 0.02% 545
2020
Q2 		$629K Buy
6,321
+1,887
+43% +$190K 0.06% 306
2020
Q1 		$439K Buy
4,434
+79
+2% +$8.69K 0.05% 331
2019
Q4 		$495K Sell
4,355
-795
-15% -$87.2K 0.05% 344
2019
Q3 		$587K Buy
5,150
+1,795
+54% +$196K 0.07% 294
2019
Q2 		$354K Buy
3,355
+156
+5% +$16K 0.04% 405
2019
Q1 		$329K Buy
3,199
+128
+4% +$12.5K 0.04% 407
2018
Q4 		$285K Sell
3,071
-118
-4% -$11.3K 0.05% 416
2018
Q3 		$299K Buy
3,189
+315
+11% +$29.1K 0.04% 453
2018
Q2 		$259K Buy
2,874
+220
+8% +$19K 0.04% 459
2018
Q1 		$224K Sell
2,654
-378
-12% -$30.8K 0.04% 487
2017
Q4 		$245K Buy
3,032
+149
+5% +$13.1K 0.04% 465
2017
Q3 		$242K Buy
2,883
+34
+1% +$2.93K 0.05% 407
2017
Q2 		$236K Buy
2,849
+72
+3% +$5.91K 0.06% 399
2017
Q1 		$219K Buy
2,777
+28
+1% +$2.15K 0.06% 397
2016
Q4 		$204K Buy
2,749
+61
+2% +$4.41K 0.06% 392
2016
Q3 		$200K Buy
2,688
+69
+3% +$5.31K 0.07% 365
2016
Q2 		$213K Buy
+2,619
New +$194K 0.07% 338

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Advisor Partners's ATO Position: Q2 2022 in Review

Advisor Partners increased its Atmos Energy (ATO) stake by 18% in Q2 2022, buying an estimated $172K and bringing the position to 9,907 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #268.

Advisor Partners first reported a position in ATO in Q2 2016 and has held it in 24 quarters since. 618 funds tracked by Wall St. Rank hold ATO as of Q2 2022.

  • Advisor Partners held 9,907 shares of Atmos Energy worth $1.11M as of Q2 2022.
  • Advisor Partners bought 1,503 Atmos Energy shares in Q2 2022, an estimated $172K.
  • Atmos Energy made up 0.08% of Advisor Partners's portfolio in Q2 2022, its #268 holding.
  • Advisor Partners first reported a position in Atmos Energy in Q2 2016 and has held it in 24 quarters since.
  • 618 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.