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Claraphi Advisory Network’s Atmos Energy ATO Stock Holding History

Claraphi Advisory Network’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
Q2 		– Sell
-300
Closed -$30K – 347
2020
Q1 		$30K Buy
+300
New +$33K 0.01% 562

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Claraphi Advisory Network's ATO Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Atmos Energy (ATO) in Q2 2020, closing a stake of 300 shares — an estimated $30K sold.

Claraphi Advisory Network first reported a position in ATO in Q1 2020 and held it in 1 quarter. The position peaked at $30K in Q1 2020. 538 funds tracked by Wall St. Rank hold ATO as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Atmos Energy position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 300 Atmos Energy shares in Q2 2020, an estimated $30K.
  • Claraphi Advisory Network first reported a position in Atmos Energy in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Atmos Energy position peaked at $30K in Q1 2020.
  • 538 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.