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AlphaStar Capital Management’s Atmos Energy ATO Stock Holding History

AlphaStar Capital 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
Q1 		– Sell
-5,220
Closed -$585K – 272
2022
Q4 		$585K Hold
5,220
– – 0.06% 191
2022
Q3 		$532K Buy
5,220
+30
+0.6% +$3.44K 0.06% 187
2022
Q2 		$582K Buy
5,190
+290
+6% +$33.2K 0.05% 202
2022
Q1 		$586K Hold
4,900
– – 0.05% 230
2021
Q4 		$520K Buy
4,900
+100
+2% +$9.48K 0.04% 252
2021
Q3 		$449K Buy
+4,800
New +$464K 0.03% 275

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 $3.38T AUM 44.17% 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

AlphaStar Capital Management's ATO Position: Q1 2023 in Review

AlphaStar Capital Management sold out of Atmos Energy (ATO) in Q1 2023, closing a stake of 5,220 shares — an estimated $585K sold.

AlphaStar Capital Management first reported a position in ATO in Q3 2021 and held it in 6 quarters. The position peaked at $586K in Q1 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

  • AlphaStar Capital Management reported no remaining Atmos Energy position as of Q1 2023 after selling out during the quarter.
  • AlphaStar Capital Management sold 5,220 Atmos Energy shares in Q1 2023, an estimated $585K.
  • AlphaStar Capital Management first reported a position in Atmos Energy in Q3 2021 and held it in 6 quarters.
  • AlphaStar Capital Management's Atmos Energy position peaked at $586K in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on AlphaStar Capital Management's 13F filing for Q1 2023, filed 3 May 2023.