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High Net Worth Advisory Group’s Atmos Energy ATO Stock Holding History

High Net Worth Advisory Group’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
-800
Closed -$89.7K – 220
2022
Q4 		$89.7K Hold
800
– – 0.03% 249
2022
Q3 		$81K Hold
800
– – 0.03% 258
2022
Q2 		$90K Sell
800
-100
-11% -$11.5K 0.04% 253
2022
Q1 		$108K Hold
900
– – 0.04% 239
2021
Q4 		$94K Buy
+900
New +$85.3K 0.03% 264

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 $3.38T AUM 44.17% 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

High Net Worth Advisory Group's ATO Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Atmos Energy (ATO) in Q1 2023, closing a stake of 800 shares — an estimated $89.7K sold.

High Net Worth Advisory Group first reported a position in ATO in Q4 2021 and held it in 5 quarters. The position peaked at $108K in Q1 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Atmos Energy position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 800 Atmos Energy shares in Q1 2023, an estimated $89.7K.
  • High Net Worth Advisory Group first reported a position in Atmos Energy in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Atmos Energy position peaked at $108K in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.