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Baron Silver Stevens Financial Advisors’s Atmos Energy ATO Stock Holding History

Baron Silver Stevens Financial 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
Q1 		– Sell
-400
Closed -$38K – 77
2020
Q4 		$38K Buy
+400
New +$38.6K 0.01% 153

Other funds holding ATO

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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 $3.38T AUM 44.17% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's ATO Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Atmos Energy (ATO) in Q1 2021, closing a stake of 400 shares — an estimated $38K sold.

Baron Silver Stevens Financial Advisors first reported a position in ATO in Q4 2020 and held it in 1 quarter. The position peaked at $38K in Q4 2020. 550 funds tracked by Wall St. Rank hold ATO as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Atmos Energy position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 400 Atmos Energy shares in Q1 2021, an estimated $38K.
  • Baron Silver Stevens Financial Advisors first reported a position in Atmos Energy in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Atmos Energy position peaked at $38K in Q4 2020.
  • 550 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.