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Financial Gravity Asset Management’s Atmos Energy ATO Stock Holding History

Financial Gravity Asset 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
2024
Q2 		$817 Hold
7
– – ﹤0.01% 845
2024
Q1 		$870 Buy
7
+2
+40% +$229 ﹤0.01% 762
2023
Q4 		$786 Buy
+5
New +$559 ﹤0.01% 822
2019
Q4 		$112K Hold
9
– – 0.08% 275
2019
Q3 		$1K Sell
9
-6
-40% -$656 ﹤0.01% 968
2019
Q2 		$2K Sell
15
-17
-53% -$1.74K ﹤0.01% 862
2019
Q1 		$3K Buy
+32
New +$3.12K ﹤0.01% 809
2018
Q3 		$8K Buy
83
+1
+1% +$92 0.01% 614
2018
Q2 		$7K Buy
82
+19
+30% +$1.65K 0.01% 638
2018
Q1 		$5K Buy
+63
New +$5.13K 0.01% 718

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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

Financial Gravity Asset Management's ATO Position: Q2 2024 in Review

Financial Gravity Asset Management held its Atmos Energy (ATO) position steady in Q2 2024 at 7 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Financial Gravity Asset Management first reported a position in ATO in Q1 2018 and has held it in 10 quarters since. The position peaked at $112K in Q4 2019. 734 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

  • Financial Gravity Asset Management held 7 shares of Atmos Energy worth $817 as of Q2 2024.
  • Financial Gravity Asset Management left its Atmos Energy share count unchanged in Q2 2024.
  • Atmos Energy made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #845 holding.
  • Financial Gravity Asset Management first reported a position in Atmos Energy in Q1 2018 and has held it in 10 quarters since.
  • Financial Gravity Asset Management's Atmos Energy position peaked at $112K in Q4 2019.
  • 734 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.