AM Squared’s Atmos Energy ATO Stock Holding History

AM Squared’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 Q2	–	Sell	-1,500	Closed	-$169K	–	122
2023 Q1	$169K	Buy	+1,500	New	+$171K	0.13%	86

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AM Squared's ATO Position: Q2 2023 in Review

AM Squared sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 1,500 shares — an estimated $169K sold.

AM Squared first reported a position in ATO in Q1 2023 and held it in 1 quarter. The position peaked at $169K in Q1 2023. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

AM Squared reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
AM Squared sold 1,500 Atmos Energy shares in Q2 2023, an estimated $169K.
AM Squared first reported a position in Atmos Energy in Q1 2023 and held it in 1 quarter.
AM Squared's Atmos Energy position peaked at $169K in Q1 2023.
671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on AM Squared's 13F filing for Q2 2023, filed 31 Jul 2023.