IBEX Wealth Advisors’s Atmos Energy ATO Stock Holding History

IBEX 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 Q4	–	Sell	-2,228	Closed	-$236K	–	110
2023 Q3	$236K	Buy	+2,228	New	+$260K	0.06%	104

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IBEX Wealth Advisors's ATO Position: Q4 2023 in Review

IBEX Wealth Advisors sold out of Atmos Energy (ATO) in Q4 2023, closing a stake of 2,228 shares — an estimated $236K sold.

IBEX Wealth Advisors first reported a position in ATO in Q3 2023 and held it in 1 quarter. The position peaked at $236K in Q3 2023. 721 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

IBEX Wealth Advisors reported no remaining Atmos Energy position as of Q4 2023 after selling out during the quarter.
IBEX Wealth Advisors sold 2,228 Atmos Energy shares in Q4 2023, an estimated $236K.
IBEX Wealth Advisors first reported a position in Atmos Energy in Q3 2023 and held it in 1 quarter.
IBEX Wealth Advisors's Atmos Energy position peaked at $236K in Q3 2023.
721 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on IBEX Wealth Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.