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Grey Fox Wealth Advisors’s Atmos Energy ATO Stock Holding History

Grey Fox Wealth 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
Q2 		– Sell
-23
Closed -$2.58K – 129
2023
Q1 		$2.58K Buy
+23
New +$2.62K ﹤0.01% 402

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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

Grey Fox Wealth Advisors's ATO Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 23 shares — an estimated $2.58K sold.

Grey Fox Wealth Advisors first reported a position in ATO in Q1 2023 and held it in 1 quarter. The position peaked at $2.58K in Q1 2023. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 23 Atmos Energy shares in Q2 2023, an estimated $2.58K.
  • Grey Fox Wealth Advisors first reported a position in Atmos Energy in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Atmos Energy position peaked at $2.58K in Q1 2023.
  • 671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.