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Curi Wealth Management’s Atmos Energy ATO Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-381
Closed -$43K – 225
2022
Q2 		$43K Buy
381
+75
+25% +$8.59K 0.01% 238
2022
Q1 		$36K Hold
306
– – 0.01% 242
2021
Q4 		$32K Buy
+306
New +$29K 0.01% 208

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 $3.38T AUM 44.17% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Curi Wealth Management's ATO Position: Q3 2022 in Review

Curi Wealth Management sold out of Atmos Energy (ATO) in Q3 2022, closing a stake of 381 shares — an estimated $43K sold.

Curi Wealth Management first reported a position in ATO in Q4 2021 and held it in 3 quarters. The position peaked at $43K in Q2 2022. 630 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

  • Curi Wealth Management reported no remaining Atmos Energy position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 381 Atmos Energy shares in Q3 2022, an estimated $43K.
  • Curi Wealth Management first reported a position in Atmos Energy in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Atmos Energy position peaked at $43K in Q2 2022.
  • 630 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.