B. Riley Wealth Advisors’s Atmos Energy ATO Stock Holding History

B. Riley 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
2023 Q3	–	Sell	-6,085	Closed	-$708K	–	1471
2023 Q2	$708K	Buy	+6,085	New	+$704K	0.02%	699
2018 Q1	–	Sell	-2,834	Closed	-$244K	–	673
2017 Q4	$244K	Sell	2,834 -3	-0.1%	-$264	0.03%	518
2017 Q3	$238K	Sell	2,837 -38	-1%	-$3.28K	0.04%	443
2017 Q2	$239K	Sell	2,875 -81	-3%	-$6.64K	0.04%	432
2017 Q1	$234K	Sell	2,956 -918	-24%	-$70.4K	0.05%	422
2016 Q4	$288K	Sell	3,874 -1,699	-30%	-$123K	0.06%	358
2016 Q3	$415K	Sell	5,573 -124	-2%	-$9.54K	0.08%	309
2016 Q2	$464K	Sell	5,697 -76	-1%	-$5.64K	0.09%	269
2016 Q1	$429K	Buy	5,773 +1,419	+33%	+$97.4K	0.1%	253
2015 Q4	$275K	Buy	+4,354	New	+$268K	0.06%	391
2015 Q1	–	Sell	-300	Closed	-$17K	–	664
2014 Q4	$17K	Buy	+300	New	+$15.8K	﹤0.01%	2616
2014 Q3	–	Sell	-300	Closed	-$16K	–	736
2014 Q2	$16K	Buy	+300	New	+$15.2K	﹤0.01%	1564

Other funds holding ATO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Advisors's ATO Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 6,085 shares — an estimated $708K sold.

B. Riley Wealth Advisors first reported a position in ATO in Q2 2014 and held it in 12 quarters. The position peaked at $708K in Q2 2023. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,085 Atmos Energy shares in Q3 2023, an estimated $708K.
B. Riley Wealth Advisors first reported a position in Atmos Energy in Q2 2014 and held it in 12 quarters.
B. Riley Wealth Advisors's Atmos Energy position peaked at $708K in Q2 2023.
666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.