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Clarus Wealth Advisors’s Atmos Energy ATO Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-739
Closed -$78K – 169
2019
Q2 		$78K Buy
739
+322
+77% +$33K 0.06% 225
2019
Q1 		$43K Buy
417
+23
+6% +$2.24K 0.03% 318
2018
Q4 		$37K Buy
+394
New +$37.7K 0.06% 305

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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Clarus Wealth Advisors's ATO Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Atmos Energy (ATO) in Q3 2019, closing a stake of 739 shares — an estimated $78K sold.

Clarus Wealth Advisors first reported a position in ATO in Q4 2018 and held it in 3 quarters. The position peaked at $78K in Q2 2019. 530 funds tracked by Wall St. Rank hold ATO as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Atmos Energy position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 739 Atmos Energy shares in Q3 2019, an estimated $78K.
  • Clarus Wealth Advisors first reported a position in Atmos Energy in Q4 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's Atmos Energy position peaked at $78K in Q2 2019.
  • 530 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.