Baker Tilly Wealth Management’s Atmos Energy ATO Stock Holding History

Baker Tilly Wealth Management’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	-3,559	Closed	-$414K	–	464
2023 Q2	$414K	Sell	3,559 -402	-10%	-$46.5K	0.04%	385
2023 Q1	$445K	Sell	3,961 -5	-0.1%	-$569	0.05%	364
2022 Q4	$444K	Buy	3,966 +70	+2%	+$7.7K	0.05%	354
2022 Q3	$397K	Buy	3,896 +93	+2%	+$10.7K	0.05%	351
2022 Q2	$426K	Buy	3,803 +138	+4%	+$15.8K	0.06%	345
2022 Q1	$438K	Buy	+3,665	New	+$400K	0.05%	368

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

Baker Tilly Wealth Management's ATO Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 3,559 shares — an estimated $414K sold.

Baker Tilly Wealth Management first reported a position in ATO in Q1 2022 and held it in 6 quarters. The position peaked at $445K in Q1 2023. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

Baker Tilly Wealth Management reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,559 Atmos Energy shares in Q3 2023, an estimated $414K.
Baker Tilly Wealth Management first reported a position in Atmos Energy in Q1 2022 and held it in 6 quarters.
Baker Tilly Wealth Management's Atmos Energy position peaked at $445K in Q1 2023.
666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.