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Glassy Mountain Advisors’s Atmos Energy ATO Stock Holding History

Glassy Mountain Advisors’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
Q1 		– Sell
-1,470
Closed -$165K – 33
2022
Q4 		$165K Buy
+1,470
New +$162K 0.09% 68

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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Glassy Mountain Advisors's ATO Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of Atmos Energy (ATO) in Q1 2023, closing a stake of 1,470 shares — an estimated $165K sold.

Glassy Mountain Advisors first reported a position in ATO in Q4 2022 and held it in 1 quarter. The position peaked at $165K in Q4 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining Atmos Energy position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 1,470 Atmos Energy shares in Q1 2023, an estimated $165K.
  • Glassy Mountain Advisors first reported a position in Atmos Energy in Q4 2022 and held it in 1 quarter.
  • Glassy Mountain Advisors's Atmos Energy position peaked at $165K in Q4 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.