EIP
ATO icon

Ellis Investment Partners’s Atmos Energy ATO Stock Holding History

Ellis Investment Partners’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
Q4 		– Sell
-199
Closed -$19.2K – 749
2020
Q3 		$19K Hold
199
– – 0.01% 473
2020
Q2 		$20K Hold
199
– – 0.01% 455
2020
Q1 		$18K Buy
+199
New +$21.9K 0.01% 416

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ellis Investment Partners's ATO Position: Q4 2020 in Review

Ellis Investment Partners sold out of Atmos Energy (ATO) in Q4 2020, closing a stake of 199 shares — an estimated $19.2K sold.

Ellis Investment Partners first reported a position in ATO in Q1 2020 and held it in 3 quarters. The position peaked at $20K in Q2 2020. 561 funds tracked by Wall St. Rank hold ATO as of Q4 2020.

  • Ellis Investment Partners reported no remaining Atmos Energy position as of Q4 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 199 Atmos Energy shares in Q4 2020, an estimated $19.2K.
  • Ellis Investment Partners first reported a position in Atmos Energy in Q1 2020 and held it in 3 quarters.
  • Ellis Investment Partners's Atmos Energy position peaked at $20K in Q2 2020.
  • 561 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2020.

Based on Ellis Investment Partners's 13F filing for Q4 2020, filed 20 Jan 2021.