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Fieldpoint Private Securities’s Atmos Energy ATO Stock Holding History

Fieldpoint Private Securities’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
Q2 		– Sell
-100
Closed -$12K – 1486
2022
Q1 		$12K Buy
100
+45
+82% +$4.92K ﹤0.01% 1012
2021
Q4 		$6K Sell
55
-5
-8% -$474 ﹤0.01% 1203
2021
Q3 		$5K Hold
60
– – ﹤0.01% 1246
2021
Q2 		$6K Hold
60
– – ﹤0.01% 1143
2021
Q1 		$6K Sell
60
-45
-43% -$4.1K ﹤0.01% 1132
2020
Q4 		$10K Buy
+105
New +$10.1K ﹤0.01% 904

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Fieldpoint Private Securities's ATO Position: Q2 2022 in Review

Fieldpoint Private Securities sold out of Atmos Energy (ATO) in Q2 2022, closing a stake of 100 shares — an estimated $12K sold.

Fieldpoint Private Securities first reported a position in ATO in Q4 2020 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 617 funds tracked by Wall St. Rank hold ATO as of Q2 2022.

  • Fieldpoint Private Securities reported no remaining Atmos Energy position as of Q2 2022 after selling out during the quarter.
  • Fieldpoint Private Securities sold 100 Atmos Energy shares in Q2 2022, an estimated $12K.
  • Fieldpoint Private Securities first reported a position in Atmos Energy in Q4 2020 and held it in 6 quarters.
  • Fieldpoint Private Securities's Atmos Energy position peaked at $12K in Q1 2022.
  • 617 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.