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Filbrandt Wealth Management’s Atmos Energy ATO Stock Holding History

Filbrandt Wealth Management’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
-15
Closed -$2K – 169
2020
Q2 		$2K Buy
+15
New +$1.51K ﹤0.01% 314

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Morgan Stanley
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American Century Companies
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MAM
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PAMU
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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

Filbrandt Wealth Management's ATO Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Atmos Energy (ATO) in Q3 2020, closing a stake of 15 shares — an estimated $2K sold.

Filbrandt Wealth Management first reported a position in ATO in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 533 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Atmos Energy position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 15 Atmos Energy shares in Q3 2020, an estimated $2K.
  • Filbrandt Wealth Management first reported a position in Atmos Energy in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Atmos Energy position peaked at $2K in Q2 2020.
  • 533 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.