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Cassady Schiller Wealth Management’s Atmos Energy ATO Stock Holding History

Cassady Schiller 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
2024
Q4 		$279 Buy
+2
New +$284 ﹤0.01% 1053
2022
Q1 		– Sell
-12
Closed -$1K – 147
2021
Q4 		$1K Buy
+12
New +$1.14K ﹤0.01% 428

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cassady Schiller Wealth Management's ATO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Atmos Energy (ATO) in Q4 2024: 2 shares worth $279. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in ATO as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in ATO in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 816 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • Cassady Schiller Wealth Management held 2 shares of Atmos Energy worth $279 as of Q4 2024.
  • Atmos Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Atmos Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1053 holding.
  • Cassady Schiller Wealth Management first reported a position in Atmos Energy in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Atmos Energy position peaked at $1K in Q4 2021.
  • 816 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.