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Ellevest Inc’s Atmos Energy ATO Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-362
Closed -$40.7K – 464
2023
Q1 		$40.7K Sell
362
-7,821
-96% -$890K ﹤0.01% 659
2022
Q4 		$917K Sell
8,183
-214
-3% -$23.5K 0.08% 68
2022
Q3 		$855K Buy
8,397
+2,629
+46% +$301K 0.08% 55
2022
Q2 		$647K Buy
5,768
+676
+13% +$77.5K 0.06% 78
2022
Q1 		$608K Buy
5,092
+1,225
+32% +$134K 0.05% 87
2021
Q4 		$405K Buy
3,867
+724
+23% +$68.6K 0.04% 150
2021
Q3 		$277K Buy
3,143
+750
+31% +$72.5K 0.03% 209
2021
Q2 		$230K Buy
2,393
+562
+31% +$56.4K 0.02% 228
2021
Q1 		$181K Buy
1,831
+219
+14% +$19.9K 0.02% 242
2020
Q4 		$154K Sell
1,612
-357
-18% -$34.4K 0.02% 218
2020
Q3 		$188K Buy
1,969
+428
+28% +$42.7K 0.03% 140
2020
Q2 		$153K Buy
1,541
+509
+49% +$51.3K 0.03% 135
2020
Q1 		$102K Buy
1,032
+558
+118% +$61.4K 0.03% 136
2019
Q4 		$53K Buy
474
+471
+15,700% +$51.7K 0.01% 179
2019
Q3 		$0 Buy
+3
New +$328 ﹤0.01% 507

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ellevest Inc's ATO Position: Q2 2023 in Review

Ellevest Inc sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 362 shares — an estimated $40.7K sold.

Ellevest Inc first reported a position in ATO in Q3 2019 and held it in 15 quarters. The position peaked at $917K in Q4 2022. 672 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

  • Ellevest Inc reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 362 Atmos Energy shares in Q2 2023, an estimated $40.7K.
  • Ellevest Inc first reported a position in Atmos Energy in Q3 2019 and held it in 15 quarters.
  • Ellevest Inc's Atmos Energy position peaked at $917K in Q4 2022.
  • 672 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.