Amplius Wealth Advisors’s Atmos Energy ATO Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-3	Closed	–	–	226
2021 Q4	$0	Buy	+3	New	+$284	﹤0.01%	939

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Amplius Wealth Advisors's ATO Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Atmos Energy (ATO) in Q1 2022, closing a stake of 3 shares.

Amplius Wealth Advisors first reported a position in ATO in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 608 funds tracked by Wall St. Rank hold ATO as of Q1 2022.

Amplius Wealth Advisors reported no remaining Atmos Energy position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 3 Atmos Energy shares in Q1 2022.
Amplius Wealth Advisors first reported a position in Atmos Energy in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Atmos Energy position peaked at $0 in Q4 2021.
608 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.