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Baldwin Wealth Partners’s Atmos Energy ATO Stock Holding History

Baldwin Wealth Partners’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
2024
Q3 		– Sell
-14
Closed -$1.63K – 1085
2024
Q2 		$1.63K Buy
+14
New +$1.63K ﹤0.01% 676

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baldwin Wealth Partners's ATO Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Atmos Energy (ATO) in Q3 2024, closing a stake of 14 shares — an estimated $1.63K sold.

Baldwin Wealth Partners first reported a position in ATO in Q2 2024 and held it in 1 quarter. The position peaked at $1.63K in Q2 2024. 755 funds tracked by Wall St. Rank hold ATO as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Atmos Energy position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 14 Atmos Energy shares in Q3 2024, an estimated $1.63K.
  • Baldwin Wealth Partners first reported a position in Atmos Energy in Q2 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Atmos Energy position peaked at $1.63K in Q2 2024.
  • 755 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.