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Glassman Wealth Services’s Atmos Energy ATO Stock Holding History

Glassman Wealth Services’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
-246
Closed -$28.5K – 342
2023
Q4 		$28.5K Buy
246
+12
+5% +$1.34K ﹤0.01% 602
2023
Q3 		$24.8K Hold
234
– – ﹤0.01% 607
2023
Q2 		$27.2K Buy
234
+99
+73% +$11.5K ﹤0.01% 549
2023
Q1 		$15.2K Buy
135
+16
+13% +$1.82K ﹤0.01% 699
2022
Q4 		$13.3K Sell
119
-8
-6% -$880 ﹤0.01% 759
2022
Q3 		$13K Sell
127
-4
-3% -$458 ﹤0.01% 721
2022
Q2 		$15K Buy
131
+74
+130% +$8.48K ﹤0.01% 696
2022
Q1 		$7K Buy
57
+12
+27% +$1.31K ﹤0.01% 914
2021
Q4 		$5K Buy
45
+33
+275% +$3.13K ﹤0.01% 965
2021
Q3 		$1K Sell
12
-19
-61% -$1.84K ﹤0.01% 1276
2021
Q2 		$3K Buy
31
+19
+158% +$1.91K ﹤0.01% 1029
2021
Q1 		$1K Buy
12
+8
+200% +$728 ﹤0.01% 1189
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1344
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1319
2020
Q2 		$0 Sell
4
-2
-33% -$202 ﹤0.01% 1213
2020
Q1 		$1K Buy
6
+3
+100% +$330 ﹤0.01% 803
2019
Q4 		$0 Sell
3
-3
-50% -$329 ﹤0.01% 1169
2019
Q3 		$1K Buy
6
+3
+100% +$328 ﹤0.01% 784
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1067
2019
Q1 		$0 Buy
+3
New +$292 ﹤0.01% 1024

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glassman Wealth Services's ATO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 246 shares — an estimated $28.5K sold.

Glassman Wealth Services first reported a position in ATO in Q1 2019 and held it in 20 quarters. The position peaked at $28.5K in Q4 2023. 732 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • Glassman Wealth Services reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 246 Atmos Energy shares in Q1 2024, an estimated $28.5K.
  • Glassman Wealth Services first reported a position in Atmos Energy in Q1 2019 and held it in 20 quarters.
  • Glassman Wealth Services's Atmos Energy position peaked at $28.5K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.