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Global Wealth Management Investment Advisory’s Atmos Energy ATO Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-264
Closed -$26K – 453
2020
Q2 		$26K Hold
264
– – 0.01% 250
2020
Q1 		$26K Hold
264
– – 0.01% 226
2019
Q4 		$30K Hold
264
– – 0.01% 228
2019
Q3 		$30K Hold
264
– – 0.01% 212
2019
Q2 		$28K Hold
264
– – 0.01% 228
2019
Q1 		$27K Hold
264
– – 0.01% 271
2018
Q4 		$24K Buy
+264
New +$25.2K 0.01% 277

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Wealth Management Investment Advisory's ATO Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Atmos Energy (ATO) in Q3 2020, closing a stake of 264 shares — an estimated $26K sold.

Global Wealth Management Investment Advisory first reported a position in ATO in Q4 2018 and held it in 7 quarters. The position peaked at $30K in Q4 2019. 534 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Atmos Energy position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 264 Atmos Energy shares in Q3 2020, an estimated $26K.
  • Global Wealth Management Investment Advisory first reported a position in Atmos Energy in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Atmos Energy position peaked at $30K in Q4 2019.
  • 534 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.