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Duality Advisers’s Atmos Energy ATO Stock Holding History

Duality Advisers’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
-11,627
Closed -$1.35M – 590
2023
Q4 		$1.35M Sell
11,627
-14,731
-56% -$1.65M 0.14% 258
2023
Q3 		$2.79M Buy
+26,358
New +$3.08M 0.34% 90
2023
Q1 		– Sell
-9,205
Closed -$1.03M – 555
2022
Q4 		$1.03M Buy
+9,205
New +$1.01M 0.12% 307
2022
Q3 		– Sell
-3,084
Closed -$346K – 530
2022
Q2 		$346K Buy
+3,084
New +$353K 0.03% 512

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Duality Advisers's ATO Position: Q1 2024 in Review

Duality Advisers sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 11,627 shares — an estimated $1.35M sold.

Duality Advisers first reported a position in ATO in Q2 2022 and held it in 4 quarters. The position peaked at $2.79M in Q3 2023. 731 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • Duality Advisers reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
  • Duality Advisers sold 11,627 Atmos Energy shares in Q1 2024, an estimated $1.35M.
  • Duality Advisers first reported a position in Atmos Energy in Q2 2022 and held it in 4 quarters.
  • Duality Advisers's Atmos Energy position peaked at $2.79M in Q3 2023.
  • 731 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Duality Advisers's 13F filing for Q1 2024, filed 6 May 2024.