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	–	343
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 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