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Financial Gravity Companies’s Atmos Energy ATO Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$4K Buy
+45
New +$4.3K ﹤0.01% 748
2018
Q1 		$5K Buy
63
+50
+385% +$4.07K 0.01% 718
2017
Q4 		$1K Buy
+13
New +$1.14K ﹤0.01% 1047

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Gravity Companies's ATO Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Atmos Energy (ATO) in Q4 2018: 45 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ATO as recently as Q1 2018.

Financial Gravity Companies first reported a position in ATO in Q4 2017 and has held it in 3 quarters since. The position peaked at $5K in Q1 2018. 469 funds tracked by Wall St. Rank hold ATO as of Q4 2018.

  • Financial Gravity Companies held 45 shares of Atmos Energy worth $4K as of Q4 2018.
  • Atmos Energy was a new Financial Gravity Companies position in Q4 2018.
  • Atmos Energy made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #748 holding.
  • Financial Gravity Companies first reported a position in Atmos Energy in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Atmos Energy position peaked at $5K in Q1 2018.
  • 469 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.