Catalyst Wealth Management’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$730K Buy
6,501
+1,366
+27% +$155K 0.68% 61
2022
Q4
$576K Buy
+5,135
New +$565K 0.54% 65

Other funds holding ATO

Catalyst Wealth Management's ATO Position: Q1 2023 in Review

Catalyst Wealth Management increased its Atmos Energy (ATO) stake by 27% in Q1 2023, buying an estimated $155K and bringing the position to 6,501 shares worth $730K. The position accounts for 0.68% of the portfolio, ranked #61.

Catalyst Wealth Management first reported a position in ATO in Q4 2022 and has held it in 2 quarters since. 662 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

  • Catalyst Wealth Management held 6,501 shares of Atmos Energy worth $730K as of Q1 2023.
  • Catalyst Wealth Management bought 1,366 Atmos Energy shares in Q1 2023, an estimated $155K.
  • Atmos Energy made up 0.68% of Catalyst Wealth Management's portfolio in Q1 2023, its #61 holding.
  • Catalyst Wealth Management first reported a position in Atmos Energy in Q4 2022 and has held it in 2 quarters since.
  • 662 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.