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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return