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Ahrens Investment Partners’s Atmos Energy ATO Stock Holding History

Ahrens Investment 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
2023
Q1 		$71.7K Buy
+638
New +$72.6K 0.04% 267
2022
Q3 		– Sell
-783
Closed -$88K – 209
2022
Q2 		$88K Hold
783
– – 0.04% 242
2022
Q1 		$94K Buy
783
+283
+57% +$30.9K 0.03% 284
2021
Q4 		$52K Buy
+500
New +$47.4K 0.02% 394

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Ahrens Investment Partners's ATO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Atmos Energy (ATO) in Q1 2023: 638 shares worth $71.7K. The stake represents 0.04% of the portfolio and ranks #267 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ATO as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ATO in Q4 2021 and has held it in 4 quarters since. The position peaked at $94K in Q1 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

  • Ahrens Investment Partners held 638 shares of Atmos Energy worth $71.7K as of Q1 2023.
  • Atmos Energy was a new Ahrens Investment Partners position in Q1 2023.
  • Atmos Energy made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #267 holding.
  • Ahrens Investment Partners first reported a position in Atmos Energy in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Atmos Energy position peaked at $94K in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.