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American Portfolios Advisors’s Atmos Energy ATO Stock Holding History

American Portfolios Advisors’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
Q3 		$29.6K Hold
291
– – ﹤0.01% 1994
2022
Q2 		$32.6K Hold
291
– – ﹤0.01% 1996
2022
Q1 		$34.8K Hold
291
– – ﹤0.01% 2069
2021
Q4 		$30.5K Buy
291
+19
+7% +$1.8K ﹤0.01% 2122
2021
Q3 		$24K Buy
272
+26
+11% +$2.51K ﹤0.01% 2198
2021
Q2 		$23.6K Sell
246
-15
-6% -$1.5K ﹤0.01% 2141
2021
Q1 		$25.8K Buy
261
+6
+2% +$546 ﹤0.01% 1926
2020
Q4 		$24.3K Sell
255
-50
-16% -$4.82K ﹤0.01% 1725
2020
Q3 		$29.2K Hold
305
– – ﹤0.01% 1524
2020
Q2 		$30.4K Buy
305
+67
+28% +$6.76K ﹤0.01% 1470
2020
Q1 		$23.6K Hold
238
– – ﹤0.01% 1470
2019
Q4 		$26.6K Sell
238
-4,718
-95% -$517K ﹤0.01% 1611
2019
Q3 		$564K Buy
4,956
+4,718
+1,982% +$516K 0.05% 361
2019
Q2 		$25.1K Hold
238
– – ﹤0.01% 1587
2019
Q1 		$24.5K Hold
238
– – ﹤0.01% 1511
2018
Q4 		$22.1K Hold
238
– – ﹤0.01% 1339
2018
Q3 		$22.4K Hold
238
– – ﹤0.01% 1445
2018
Q2 		$21.5K Hold
238
– – ﹤0.01% 1434
2018
Q1 		$20K Hold
238
– – ﹤0.01% 1382
2017
Q4 		$20.4K Buy
+238
New +$20.9K ﹤0.01% 1317

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

American Portfolios Advisors's ATO Position: Q3 2022 in Review

American Portfolios Advisors held its Atmos Energy (ATO) position steady in Q3 2022 at 291 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

American Portfolios Advisors first reported a position in ATO in Q4 2017 and has held it in 20 quarters since. The position peaked at $564K in Q3 2019. 630 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

  • American Portfolios Advisors held 291 shares of Atmos Energy worth $29.6K as of Q3 2022.
  • American Portfolios Advisors left its Atmos Energy share count unchanged in Q3 2022.
  • Atmos Energy made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1994 holding.
  • American Portfolios Advisors first reported a position in Atmos Energy in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Atmos Energy position peaked at $564K in Q3 2019.
  • 630 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.