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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's ATO Position: Q1 2024 in Review

Concord Wealth Partners sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 500 shares — an estimated $58K sold.

Concord Wealth Partners first reported a position in ATO in Q4 2020 and held it in 11 quarters. The position peaked at $79K in Q1 2022. 732 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

Concord Wealth Partners reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 500 Atmos Energy shares in Q1 2024, an estimated $58K.
Concord Wealth Partners first reported a position in Atmos Energy in Q4 2020 and held it in 11 quarters.
Concord Wealth Partners's Atmos Energy position peaked at $79K in Q1 2022.
732 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.