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Bellwether Advisors’s Atmos Energy ATO Stock Holding History

Bellwether 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
2022
Q4 		– Sell
-64
Closed -$6K – 454
2022
Q3 		$6K Buy
+64
New +$7.33K ﹤0.01% 301
2022
Q2 		– Sell
-10,328
Closed -$1.23M – 403
2022
Q1 		$1.23M Buy
+10,328
New +$1.13M 0.37% 55

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bellwether Advisors's ATO Position: Q4 2022 in Review

Bellwether Advisors sold out of Atmos Energy (ATO) in Q4 2022, closing a stake of 64 shares — an estimated $6K sold.

Bellwether Advisors first reported a position in ATO in Q1 2022 and held it in 2 quarters. The position peaked at $1.23M in Q1 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

  • Bellwether Advisors reported no remaining Atmos Energy position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 64 Atmos Energy shares in Q4 2022, an estimated $6K.
  • Bellwether Advisors first reported a position in Atmos Energy in Q1 2022 and held it in 2 quarters.
  • Bellwether Advisors's Atmos Energy position peaked at $1.23M in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.