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Evoke Wealth’s Atmos Energy ATO Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-28
Closed -$3K – 415
2022
Q3 		$3K Hold
28
– – ﹤0.01% 954
2022
Q2 		$3K Hold
28
– – ﹤0.01% 966
2022
Q1 		$3K Buy
28
+24
+600% +$2.62K ﹤0.01% 980
2021
Q4 		$0 Buy
+4
New +$379 ﹤0.01% 1177
2021
Q2 		– Sell
-3
Closed – – 1164
2021
Q1 		$0 Sell
3
-13
-81% -$1.18K ﹤0.01% 1165
2020
Q4 		$2K Hold
16
– – ﹤0.01% 865
2020
Q3 		$2K Hold
16
– – ﹤0.01% 823
2020
Q2 		$2K Sell
16
-3
-16% -$303 ﹤0.01% 838
2020
Q1 		$1.89K Buy
19
+6
+46% +$660 ﹤0.01% 812
2019
Q4 		$1.45K Hold
13
– – ﹤0.01% 1119
2019
Q3 		$1.48K Buy
+13
New +$1.42K ﹤0.01% 1264

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evoke Wealth's ATO Position: Q4 2022 in Review

Evoke Wealth sold out of Atmos Energy (ATO) in Q4 2022, closing a stake of 28 shares — an estimated $3K sold.

Evoke Wealth first reported a position in ATO in Q3 2019 and held it in 11 quarters. The position peaked at $3K in Q3 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

  • Evoke Wealth reported no remaining Atmos Energy position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 28 Atmos Energy shares in Q4 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Atmos Energy in Q3 2019 and held it in 11 quarters.
  • Evoke Wealth's Atmos Energy position peaked at $3K in Q3 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.