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American Investment Services’s Atmos Energy ATO Stock Holding History

American Investment Services’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
2021
Q1 		– Sell
-2,327
Closed -$222K – 123
2020
Q4 		$222K Sell
2,327
-3,241
-58% -$313K 0.07% 131
2020
Q3 		$532K Hold
5,568
– – 0.18% 90
2020
Q2 		$554K Hold
5,568
– – 0.19% 88
2020
Q1 		$553K Hold
5,568
– – 0.21% 82
2019
Q4 		$623K Hold
5,568
– – 0.19% 87
2019
Q3 		$634K Hold
5,568
– – 0.2% 79
2019
Q2 		$588K Hold
5,568
– – 0.19% 82
2019
Q1 		$573K Buy
+5,568
New +$543K 0.18% 79

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Investment Services's ATO Position: Q1 2021 in Review

American Investment Services sold out of Atmos Energy (ATO) in Q1 2021, closing a stake of 2,327 shares — an estimated $222K sold.

American Investment Services first reported a position in ATO in Q1 2019 and held it in 8 quarters. The position peaked at $634K in Q3 2019. 549 funds tracked by Wall St. Rank hold ATO as of Q1 2021.

  • American Investment Services reported no remaining Atmos Energy position as of Q1 2021 after selling out during the quarter.
  • American Investment Services sold 2,327 Atmos Energy shares in Q1 2021, an estimated $222K.
  • American Investment Services first reported a position in Atmos Energy in Q1 2019 and held it in 8 quarters.
  • American Investment Services's Atmos Energy position peaked at $634K in Q3 2019.
  • 549 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2021.

Based on American Investment Services's 13F filing for Q1 2021, filed 10 May 2021.