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Cascadia Advisory Services’s Atmos Energy ATO Stock Holding History

Cascadia Advisory Services’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
2020
Q3 		$605K Sell
6,329
-12,860
-67% -$1.28M 0.17% 152
2020
Q2 		$1.91M Buy
+19,189
New +$1.94M 0.58% 62
2019
Q4 		$1.84M Buy
+16,411
New +$1.8M 0.52% 61

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cascadia Advisory Services's ATO Position: Q3 2020 in Review

Cascadia Advisory Services reduced its Atmos Energy (ATO) stake by 67% in Q3 2020, selling an estimated $1.28M and leaving 6,329 shares worth $605K. The position accounts for 0.17% of the portfolio, ranked #152.

Cascadia Advisory Services first reported a position in ATO in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.91M in Q2 2020. 533 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

  • Cascadia Advisory Services held 6,329 shares of Atmos Energy worth $605K as of Q3 2020.
  • Cascadia Advisory Services sold 12,860 Atmos Energy shares in Q3 2020, an estimated $1.28M.
  • Atmos Energy made up 0.17% of Cascadia Advisory Services's portfolio in Q3 2020, its #152 holding.
  • Cascadia Advisory Services first reported a position in Atmos Energy in Q4 2019 and has held it in 3 quarters since.
  • Cascadia Advisory Services's Atmos Energy position peaked at $1.91M in Q2 2020.
  • 533 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.