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Financial Advocates Investment Management’s Atmos Energy ATO Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-3,420
Closed -$341K – 762
2022
Q3 		$341K Buy
+3,420
New +$392K 0.03% 511

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State Street
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Aristotle Capital Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's ATO Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Atmos Energy (ATO) in Q4 2022, closing a stake of 3,420 shares — an estimated $341K sold.

Financial Advocates Investment Management first reported a position in ATO in Q3 2022 and held it in 1 quarter. The position peaked at $341K in Q3 2022. 663 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Atmos Energy position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,420 Atmos Energy shares in Q4 2022, an estimated $341K.
  • Financial Advocates Investment Management first reported a position in Atmos Energy in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Atmos Energy position peaked at $341K in Q3 2022.
  • 663 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.