Focused Wealth Management’s Atmos Energy ATO Stock Holding History

Focused 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
2024 Q1	–	Sell	-676	Closed	-$78.3K	–	264
2023 Q4	$78.3K	Hold	676	–	–	0.01%	248
2023 Q3	$71.6K	Hold	676	–	–	0.01%	247
2023 Q2	$78.6K	Hold	676	–	–	0.01%	238
2023 Q1	$76K	Hold	676	–	–	0.02%	240
2022 Q4	$75.8K	Hold	676	–	–	0.02%	245
2022 Q3	$69K	Hold	676	–	–	0.01%	224
2022 Q2	$76K	Hold	676	–	–	0.01%	221
2022 Q1	$81K	Hold	676	–	–	0.01%	239
2021 Q4	$71K	Hold	676	–	–	0.01%	330
2021 Q3	$60K	Hold	676	–	–	0.01%	360
2021 Q2	$65K	Hold	676	–	–	0.01%	344
2021 Q1	$67K	Hold	676	–	–	0.01%	336
2020 Q4	$65K	Hold	676	–	–	0.01%	319
2020 Q3	$65K	Hold	676	–	–	0.01%	286
2020 Q2	$67K	Hold	676	–	–	0.02%	275
2020 Q1	$67K	Hold	676	–	–	0.02%	252
2019 Q4	$76K	Hold	676	–	–	0.02%	277
2019 Q3	$77K	Hold	676	–	–	0.02%	258
2019 Q2	$71K	Buy	+676	New	+$69.2K	0.02%	280

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focused Wealth Management's ATO Position: Q1 2024 in Review

Focused Wealth Management sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 676 shares — an estimated $78.3K sold.

Focused Wealth Management first reported a position in ATO in Q2 2019 and held it in 19 quarters. The position peaked at $81K in Q1 2022. 732 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

Focused Wealth Management reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 676 Atmos Energy shares in Q1 2024, an estimated $78.3K.
Focused Wealth Management first reported a position in Atmos Energy in Q2 2019 and held it in 19 quarters.
Focused Wealth Management's Atmos Energy position peaked at $81K in Q1 2022.
732 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.