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Clearview Wealth Advisors’s Atmos Energy ATO Stock Holding History

Clearview 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
2023
Q3 		– Sell
-21
Closed -$2.4K – 151
2023
Q2 		$2.4K Buy
21
+1
+5% +$116 ﹤0.01% 506
2023
Q1 		$2.31K Hold
20
– – ﹤0.01% 502
2022
Q4 		$2.3K Hold
20
– – ﹤0.01% 469
2022
Q3 		$2K Hold
20
– – ﹤0.01% 480
2022
Q2 		$2K Sell
20
-67
-77% -$7.68K ﹤0.01% 488
2022
Q1 		$10K Hold
87
– – 0.01% 373
2021
Q4 		$9K Hold
87
– – 0.01% 426
2021
Q3 		$8K Buy
87
+11
+14% +$1.06K 0.01% 445
2021
Q2 		$7K Hold
76
– – ﹤0.01% 469
2021
Q1 		$8K Buy
76
+1
+1% +$91 0.01% 432
2020
Q4 		$7K Buy
+75
New +$7.23K ﹤0.01% 412

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

Clearview Wealth Advisors's ATO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 21 shares — an estimated $2.4K sold.

Clearview Wealth Advisors first reported a position in ATO in Q4 2020 and held it in 11 quarters. The position peaked at $10K in Q1 2022. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 21 Atmos Energy shares in Q3 2023, an estimated $2.4K.
  • Clearview Wealth Advisors first reported a position in Atmos Energy in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Atmos Energy position peaked at $10K in Q1 2022.
  • 666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.