HBW
ATO icon

Hazlett, Burt & Watson’s Atmos Energy ATO Stock Holding History

Hazlett, Burt & Watson’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
-20
Closed -$2K – 699
2023
Q4 		$2K Hold
20
– – ﹤0.01% 607
2023
Q3 		$2K Buy
+20
New +$2.33K ﹤0.01% 627

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
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hazlett, Burt & Watson's ATO Position: Q1 2024 in Review

Hazlett, Burt & Watson sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 20 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in ATO in Q3 2023 and held it in 2 quarters. The position peaked at $2K in Q4 2023. 731 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • Hazlett, Burt & Watson reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 20 Atmos Energy shares in Q1 2024, an estimated $2K.
  • Hazlett, Burt & Watson first reported a position in Atmos Energy in Q3 2023 and held it in 2 quarters.
  • Hazlett, Burt & Watson's Atmos Energy position peaked at $2K in Q4 2023.
  • 731 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2024, filed 29 Apr 2024.