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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return