FA
ATO icon

FDx Advisors’s Atmos Energy ATO Stock Holding History

FDx Advisors’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
Q3 		– Sell
-2,282
Closed -$265K – 635
2023
Q2 		$265K Buy
+2,282
New +$264K 0.01% 636
2017
Q1 		– Sell
-6,406
Closed -$475K – 1124
2016
Q4 		$475K Buy
6,406
+292
+5% +$21.1K 0.01% 788
2016
Q3 		$455K Buy
6,114
+190
+3% +$14.6K 0.02% 658
2016
Q2 		$482K Sell
5,924
-428
-7% -$31.7K 0.02% 606
2016
Q1 		$472K Buy
+6,352
New +$436K 0.02% 593
2015
Q3 		– Sell
-6,961
Closed -$357K – 746
2015
Q2 		$357K Sell
6,961
-339
-5% -$18.2K 0.02% 684
2015
Q1 		$401K Buy
7,300
+593
+9% +$32.6K 0.01% 1068
2014
Q4 		$374K Sell
6,707
-2
-0% -$105 0.02% 650
2014
Q3 		$320K Sell
6,709
-302
-4% -$15.1K 0.02% 757
2014
Q2 		$374K Sell
7,011
-76
-1% -$3.84K 0.02% 699
2014
Q1 		$334K Buy
7,087
+723
+11% +$33.3K 0.03% 572
2013
Q4 		$289K Buy
6,364
+131
+2% +$5.78K 0.03% 541
2013
Q3 		$265K Sell
6,233
-860
-12% -$36.3K 0.03% 490
2013
Q2 		$291K Buy
+7,093
New +$302K 0.04% 387

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDx Advisors's ATO Position: Q3 2023 in Review

FDx Advisors sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 2,282 shares — an estimated $265K sold.

FDx Advisors first reported a position in ATO in Q2 2013 and held it in 14 quarters. The position peaked at $482K in Q2 2016. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

  • FDx Advisors reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
  • FDx Advisors sold 2,282 Atmos Energy shares in Q3 2023, an estimated $265K.
  • FDx Advisors first reported a position in Atmos Energy in Q2 2013 and held it in 14 quarters.
  • FDx Advisors's Atmos Energy position peaked at $482K in Q2 2016.
  • 666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.