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Goodwin Investment Advisory’s Atmos Energy ATO Stock Holding History

Goodwin 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
2023
Q1 		– Sell
-118
Closed -$13.2K – 96
2022
Q4 		$13.2K Hold
118
– – 0.01% 141
2022
Q3 		$12K Buy
+118
New +$13.5K 0.01% 143

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 $3.37T AUM 44.26% 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

Goodwin Investment Advisory's ATO Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Atmos Energy (ATO) in Q1 2023, closing a stake of 118 shares — an estimated $13.2K sold.

Goodwin Investment Advisory first reported a position in ATO in Q3 2022 and held it in 2 quarters. The position peaked at $13.2K in Q4 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Atmos Energy position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 118 Atmos Energy shares in Q1 2023, an estimated $13.2K.
  • Goodwin Investment Advisory first reported a position in Atmos Energy in Q3 2022 and held it in 2 quarters.
  • Goodwin Investment Advisory's Atmos Energy position peaked at $13.2K in Q4 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.