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ARS Wealth Advisors’s Atmos Energy ATO Stock Holding History

ARS 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
2021
Q2 		– Sell
-2,168
Closed -$214K – 140
2021
Q1 		$214K Sell
2,168
-56
-3% -$5.1K 0.05% 120
2020
Q4 		$212K Buy
2,224
+1
+0% +$96 0.05% 114
2020
Q3 		$212K Buy
2,223
+2
+0.1% +$200 0.06% 100
2020
Q2 		$221K Buy
2,221
+1
+0% +$101 0.07% 89
2020
Q1 		$220K Buy
2,220
+2
+0.1% +$220 0.09% 79
2019
Q4 		$248K Buy
2,218
+1
+0% +$110 0.07% 99
2019
Q3 		$252K Buy
2,217
+1
+0% +$109 0.08% 95
2019
Q2 		$234K Buy
2,216
+60
+3% +$6.14K 0.07% 99
2019
Q1 		$222K Buy
2,156
+1
+0% +$97 0.07% 102
2018
Q4 		$200K Buy
2,155
+1
+0% +$96 0.07% 102
2018
Q3 		$202K Buy
+2,154
New +$199K 0.07% 113

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

ARS Wealth Advisors's ATO Position: Q2 2021 in Review

ARS Wealth Advisors sold out of Atmos Energy (ATO) in Q2 2021, closing a stake of 2,168 shares — an estimated $214K sold.

ARS Wealth Advisors first reported a position in ATO in Q3 2018 and held it in 11 quarters. The position peaked at $252K in Q3 2019. 548 funds tracked by Wall St. Rank hold ATO as of Q2 2021.

  • ARS Wealth Advisors reported no remaining Atmos Energy position as of Q2 2021 after selling out during the quarter.
  • ARS Wealth Advisors sold 2,168 Atmos Energy shares in Q2 2021, an estimated $214K.
  • ARS Wealth Advisors first reported a position in Atmos Energy in Q3 2018 and held it in 11 quarters.
  • ARS Wealth Advisors's Atmos Energy position peaked at $252K in Q3 2019.
  • 548 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.