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Financial Architects (New Jersey)’s Atmos Energy ATO Stock Holding History

Financial Architects (New Jersey)’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
-150
Closed -$15K – 307
2020
Q2 		$15K Sell
150
-55
-27% -$5.55K ﹤0.01% 585
2020
Q1 		$20K Hold
205
– – 0.01% 507
2019
Q4 		$23K Hold
205
– – 0.01% 548
2019
Q3 		$23K Hold
205
– – 0.01% 566
2019
Q2 		$22K Hold
205
– – ﹤0.01% 692
2019
Q1 		$21K Hold
205
– – ﹤0.01% 871
2018
Q4 		$19K Hold
205
– – ﹤0.01% 811
2018
Q3 		$19K Hold
205
– – ﹤0.01% 933
2018
Q2 		$18K Hold
205
– – ﹤0.01% 832
2018
Q1 		$17K Hold
205
– – ﹤0.01% 919
2017
Q4 		$18K Hold
205
– – ﹤0.01% 983
2017
Q3 		$17K Hold
205
– – ﹤0.01% 989
2017
Q2 		$17K Hold
205
– – ﹤0.01% 995
2017
Q1 		$16K Hold
205
– – ﹤0.01% 997
2016
Q4 		$15K Hold
205
– – ﹤0.01% 902
2016
Q3 		$15K Hold
205
– – ﹤0.01% 910
2016
Q2 		$17K Sell
205
-85
-29% -$6.3K ﹤0.01% 830
2016
Q1 		$22K Buy
+290
New +$19.9K 0.01% 564
2015
Q3 		– Sell
-340
Closed -$17K – 254
2015
Q2 		$17K Hold
340
– – 0.01% 671
2015
Q1 		$19K Buy
340
+135
+66% +$7.43K 0.01% 583
2014
Q4 		$11K Sell
205
-209
-50% -$11K ﹤0.01% 639
2014
Q3 		$12K Buy
414
+209
+102% +$10.4K 0.01% 550
2014
Q2 		$11K Buy
+205
New +$10.4K 0.01% 610
2013
Q4 		– Sell
-1,115
Closed -$48K – 177
2013
Q3 		$48K Buy
1,115
+910
+444% +$38.4K 0.03% 252
2013
Q2 		$8K Buy
+205
New +$8.74K 0.01% 487

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Financial Architects (New Jersey)'s ATO Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Atmos Energy (ATO) in Q3 2020, closing a stake of 150 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in ATO in Q2 2013 and held it in 25 quarters. The position peaked at $48K in Q3 2013. 533 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Atmos Energy position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 150 Atmos Energy shares in Q3 2020, an estimated $15K.
  • Financial Architects (New Jersey) first reported a position in Atmos Energy in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s Atmos Energy position peaked at $48K in Q3 2013.
  • 533 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.