Engrave Wealth Partners’s Atmos Energy ATO Stock Holding History

Engrave Wealth 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 Q3	–	Sell	-158	Closed	-$15K	–	80
2020 Q2	$15K	Buy	+158	New	+$15.9K	0.01%	209

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Engrave Wealth Partners's ATO Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Atmos Energy (ATO) in Q3 2020, closing a stake of 158 shares — an estimated $15K sold.

Engrave Wealth Partners first reported a position in ATO in Q2 2020 and held it in 1 quarter. The position peaked at $15K in Q2 2020. 533 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

Engrave Wealth Partners reported no remaining Atmos Energy position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 158 Atmos Energy shares in Q3 2020, an estimated $15K.
Engrave Wealth Partners first reported a position in Atmos Energy in Q2 2020 and held it in 1 quarter.
Engrave Wealth Partners's Atmos Energy position peaked at $15K in Q2 2020.
533 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.