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Annapolis Financial Services’s Atmos Energy ATO Stock Holding History

Annapolis Financial 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
2023
Q4 		– Sell
-12
Closed -$1.27K – 467
2023
Q3 		$1.27K Hold
12
– – ﹤0.01% 447
2023
Q2 		$1.4K Sell
12
-154
-93% -$17.8K ﹤0.01% 449
2023
Q1 		$18.7K Buy
+166
New +$18.9K 0.01% 253

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Annapolis Financial Services's ATO Position: Q4 2023 in Review

Annapolis Financial Services sold out of Atmos Energy (ATO) in Q4 2023, closing a stake of 12 shares — an estimated $1.27K sold.

Annapolis Financial Services first reported a position in ATO in Q1 2023 and held it in 3 quarters. The position peaked at $18.7K in Q1 2023. 721 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

  • Annapolis Financial Services reported no remaining Atmos Energy position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 12 Atmos Energy shares in Q4 2023, an estimated $1.27K.
  • Annapolis Financial Services first reported a position in Atmos Energy in Q1 2023 and held it in 3 quarters.
  • Annapolis Financial Services's Atmos Energy position peaked at $18.7K in Q1 2023.
  • 721 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.