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Disciplined Investments’s Atmos Energy ATO Stock Holding History

Disciplined Investments’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
-213
Closed -$24.8K – 215
2023
Q2 		$24.8K Sell
213
-2
-0.9% -$231 0.01% 268
2023
Q1 		$24.2K Sell
215
-1
-0.5% -$114 0.01% 296
2022
Q4 		$24.2K Sell
216
-1
-0.5% -$110 0.01% 272
2022
Q3 		$22K Buy
217
+1
+0.5% +$115 0.01% 301
2022
Q2 		$24K Buy
216
+1
+0.5% +$115 0.01% 300
2022
Q1 		$26K Buy
215
+15
+8% +$1.64K 0.01% 302
2021
Q4 		$21K Hold
200
– – 0.01% 302
2021
Q3 		$18K Buy
+200
New +$19.3K 0.01% 279

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

Disciplined Investments's ATO Position: Q3 2023 in Review

Disciplined Investments sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 213 shares — an estimated $24.8K sold.

Disciplined Investments first reported a position in ATO in Q3 2021 and held it in 8 quarters. The position peaked at $26K in Q1 2022. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

  • Disciplined Investments reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 213 Atmos Energy shares in Q3 2023, an estimated $24.8K.
  • Disciplined Investments first reported a position in Atmos Energy in Q3 2021 and held it in 8 quarters.
  • Disciplined Investments's Atmos Energy position peaked at $26K in Q1 2022.
  • 666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.