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Forefront Wealth Management’s Atmos Energy ATO Stock Holding History

Forefront 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
2023
Q3 		$602K Buy
5,687
+11
+0.2% +$1.28K 0.85% 32
2023
Q2 		$660K Sell
5,676
-105
-2% -$12.2K 0.87% 32
2023
Q1 		$650K Sell
5,781
-130
-2% -$14.8K 0.85% 32
2022
Q4 		$662K Sell
5,911
-1,352
-19% -$149K 0.89% 28
2022
Q3 		$740K Buy
+7,263
New +$832K 1.03% 28

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forefront Wealth Management's ATO Position: Q3 2023 in Review

Forefront Wealth Management increased its Atmos Energy (ATO) stake by 0.19% in Q3 2023, buying an estimated $1.28K and bringing the position to 5,687 shares worth $602K. The position accounts for 0.85% of the portfolio, ranked #32.

Forefront Wealth Management first reported a position in ATO in Q3 2022 and has held it in 5 quarters since. The position peaked at $740K in Q3 2022. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

  • Forefront Wealth Management held 5,687 shares of Atmos Energy worth $602K as of Q3 2023.
  • Forefront Wealth Management bought 11 Atmos Energy shares in Q3 2023, an estimated $1.28K.
  • Atmos Energy made up 0.85% of Forefront Wealth Management's portfolio in Q3 2023, its #32 holding.
  • Forefront Wealth Management first reported a position in Atmos Energy in Q3 2022 and has held it in 5 quarters since.
  • Forefront Wealth Management's Atmos Energy position peaked at $740K in Q3 2022.
  • 666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.