HBK Sorce Advisory’s Atmos Energy ATO Stock Holding History

HBK Sorce 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	-40,000	Closed	-$38K	–	612
2022 Q4	$38K	Buy	40,000 +20,000	+100%	+$2.2M	﹤0.01%	756
2022 Q3	$18K	Buy	+20,000	New	+$2.29M	﹤0.01%	580
2015 Q1	–	Sell	-5,880	Closed	-$328K	–	192
2014 Q4	$328K	Hold	5,880	–	–	0.11%	127
2014 Q3	$280K	Hold	5,880	–	–	0.1%	131
2014 Q2	$314K	Hold	5,880	–	–	0.11%	127
2014 Q1	$277K	Hold	5,880	–	–	0.1%	133
2013 Q4	$267K	Hold	5,880	–	–	0.1%	134
2013 Q3	$250K	Hold	5,880	–	–	0.1%	139
2013 Q2	$241K	Buy	+5,880	New	+$251K	0.1%	136

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBK Sorce Advisory's ATO Position: Q1 2023 in Review

HBK Sorce Advisory sold out of Atmos Energy (ATO) in Q1 2023, closing a stake of 40,000 shares — an estimated $38K sold.

HBK Sorce Advisory first reported a position in ATO in Q2 2013 and held it in 9 quarters. The position peaked at $328K in Q4 2014. 661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

HBK Sorce Advisory reported no remaining Atmos Energy position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 40,000 Atmos Energy shares in Q1 2023, an estimated $38K.
HBK Sorce Advisory first reported a position in Atmos Energy in Q2 2013 and held it in 9 quarters.
HBK Sorce Advisory's Atmos Energy position peaked at $328K in Q4 2014.
661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

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