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Altium Wealth Management’s Atmos Energy ATO Stock Holding History

Altium Wealth 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
2022
Q2 		$833K Buy
7,432
+1,873
+34% +$215K 0.06% 180
2022
Q1 		$664K Buy
5,559
+965
+21% +$105K 0.04% 215
2021
Q4 		$481K Buy
+4,594
New +$435K 0.03% 260

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

Altium Wealth Management's ATO Position: Q2 2022 in Review

Altium Wealth Management increased its Atmos Energy (ATO) stake by 34% in Q2 2022, buying an estimated $215K and bringing the position to 7,432 shares worth $833K. The position accounts for 0.06% of the portfolio, ranked #180.

Altium Wealth Management first reported a position in ATO in Q4 2021 and has held it in 3 quarters since. 617 funds tracked by Wall St. Rank hold ATO as of Q2 2022.

  • Altium Wealth Management held 7,432 shares of Atmos Energy worth $833K as of Q2 2022.
  • Altium Wealth Management bought 1,873 Atmos Energy shares in Q2 2022, an estimated $215K.
  • Atmos Energy made up 0.06% of Altium Wealth Management's portfolio in Q2 2022, its #180 holding.
  • Altium Wealth Management first reported a position in Atmos Energy in Q4 2021 and has held it in 3 quarters since.
  • 617 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.