Concord Wealth Partners’s Atmos Energy ATO Stock Holding History

Concord Wealth Partners’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	–	Sell	-500	Closed	-$58K	–	857
2023 Q4	$58K	Hold	500	–	–	0.01%	339
2023 Q3	$53K	Hold	500	–	–	0.01%	370
2023 Q2	$58.2K	Hold	500	–	–	0.01%	342
2023 Q1	$56.2K	Sell	500 -153	-23%	-$17.4K	0.02%	328
2022 Q4	$73.2K	Buy	+653	New	+$71.8K	0.02%	299
2022 Q3	–	Sell	-666	Closed	-$75K	–	226
2022 Q2	$75K	Buy	666 +1	+0.2%	+$115	0.02%	303
2022 Q1	$79K	Buy	665 +1	+0.2%	+$109	0.02%	336
2021 Q4	$70K	Buy	+664	New	+$62.9K	0.02%	381
2021 Q3	–	Sell	-500	Closed	-$48K	–	910
2021 Q2	$48K	Hold	500	–	–	0.01%	361
2021 Q1	$49K	Hold	500	–	–	0.02%	341
2020 Q4	$48K	Buy	+500	New	+$48.2K	0.04%	212

Other funds holding ATO

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

BlackRock New York $5.7T 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 $653B AUM 32.41% 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