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Dorsey Wright & Associates’s Atmos Energy ATO Stock Holding History

Dorsey Wright & Associates’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
2020
Q1 		– Sell
-6,958
Closed -$778K – 270
2019
Q4 		$778K Buy
+6,958
New +$763K 0.26% 68
2016
Q4 		– Sell
-17,182
Closed -$1.28M – 133
2016
Q3 		$1.28M Sell
17,182
-17,543
-51% -$1.35M 0.61% 52
2016
Q2 		$2.82M Sell
34,725
-1,596
-4% -$118K 1.5% 21
2016
Q1 		$2.7M Buy
36,321
+28,578
+369% +$1.96M 1.43% 19
2015
Q4 		$488K Buy
+7,743
New +$476K 0.25% 69

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Dorsey Wright & Associates's ATO Position: Q1 2020 in Review

Dorsey Wright & Associates sold out of Atmos Energy (ATO) in Q1 2020, closing a stake of 6,958 shares — an estimated $778K sold.

Dorsey Wright & Associates first reported a position in ATO in Q4 2015 and held it in 5 quarters. The position peaked at $2.82M in Q2 2016. 552 funds tracked by Wall St. Rank hold ATO as of Q1 2020.

  • Dorsey Wright & Associates reported no remaining Atmos Energy position as of Q1 2020 after selling out during the quarter.
  • Dorsey Wright & Associates sold 6,958 Atmos Energy shares in Q1 2020, an estimated $778K.
  • Dorsey Wright & Associates first reported a position in Atmos Energy in Q4 2015 and held it in 5 quarters.
  • Dorsey Wright & Associates's Atmos Energy position peaked at $2.82M in Q2 2016.
  • 552 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2020.

Based on Dorsey Wright & Associates's 13F filing for Q1 2020, filed 20 Apr 2020.