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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return