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Cetera Advisors’s Atmos Energy ATO Stock Holding History

Cetera 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
2024
Q1 		$770K Buy
6,477
+1,538
+31% +$176K 0.01% 1302
2023
Q4 		$572K Sell
4,939
-27
-0.5% -$3.02K 0.01% 1045
2023
Q3 		$526K Sell
4,966
-824
-14% -$96.1K 0.01% 1035
2023
Q2 		$674K Buy
5,790
+801
+16% +$92.7K 0.01% 901
2023
Q1 		$561K Sell
4,989
-1,449
-23% -$165K 0.01% 962
2022
Q4 		$722K Sell
6,438
-1,656
-20% -$182K 0.01% 800
2022
Q3 		$1K Buy
8,094
+4,173
+106% +$478K ﹤0.01% 1308
2022
Q2 		$440K Sell
3,921
-331
-8% -$37.9K 0.01% 899
2022
Q1 		$508K Buy
4,252
+608
+17% +$66.4K 0.01% 876
2021
Q4 		$382K Sell
3,644
-1,479
-29% -$140K 0.01% 1006
2021
Q3 		$452K Buy
5,123
+290
+6% +$28K 0.01% 915
2021
Q2 		$465K Sell
4,833
-111
-2% -$11.1K 0.01% 852
2021
Q1 		$489K Buy
4,944
+1,005
+26% +$91.5K 0.01% 754
2020
Q4 		$376K Sell
3,939
-4,843
-55% -$467K 0.01% 739
2020
Q3 		$840K Buy
8,782
+439
+5% +$43.8K 0.03% 412
2020
Q2 		$831K Sell
8,343
-867
-9% -$87.4K 0.04% 401
2020
Q1 		$914K Buy
9,210
+854
+10% +$93.9K 0.05% 337
2019
Q4 		$932K Buy
8,356
+2,196
+36% +$241K 0.04% 386
2019
Q3 		$701K Buy
6,160
+4,114
+201% +$450K 0.03% 448
2019
Q2 		$216K Buy
2,046
+2
+0.1% +$205 0.01% 831
2019
Q1 		$211K Buy
+2,044
New +$199K 0.01% 765

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Advisors's ATO Position: Q1 2024 in Review

Cetera Advisors increased its Atmos Energy (ATO) stake by 31% in Q1 2024, buying an estimated $176K and bringing the position to 6,477 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #1302.

Cetera Advisors first reported a position in ATO in Q1 2019 and has held it in 21 quarters since. The position peaked at $932K in Q4 2019. 732 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • Cetera Advisors held 6,477 shares of Atmos Energy worth $770K as of Q1 2024.
  • Cetera Advisors bought 1,538 Atmos Energy shares in Q1 2024, an estimated $176K.
  • Atmos Energy made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1302 holding.
  • Cetera Advisors first reported a position in Atmos Energy in Q1 2019 and has held it in 21 quarters since.
  • Cetera Advisors's Atmos Energy position peaked at $932K in Q4 2019.
  • 732 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.