ICA Group Wealth Management’s Atmos Energy ATO Stock Holding History

ICA Group Wealth Management’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 Q2	$42.3K	Sell	363 -1,000	-73%	-$117K	0.03%	262
2024 Q1	$162K	Hold	1,363	–	–	0.03%	310
2023 Q4	$158K	Buy	+1,363	New	+$152K	0.04%	288
2023 Q3	–	Sell	-1,363	Closed	-$159K	–	300
2023 Q2	$159K	Hold	1,363	–	–	0.04%	263
2023 Q1	$153K	Hold	1,363	–	–	0.04%	272
2022 Q4	$155K	Sell	1,363 -1,440	-51%	-$158K	0.04%	291
2022 Q3	$285K	Hold	2,803	–	–	0.06%	271
2022 Q2	$331K	Hold	2,803	–	–	0.06%	257
2022 Q1	$327K	Buy	+2,803	New	+$306K	0.06%	259

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

ICA Group Wealth Management's ATO Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Atmos Energy (ATO) stake by 73% in Q2 2024, selling an estimated $117K and leaving 363 shares worth $42.3K. The position accounts for 0.03% of the portfolio, ranked #262.

ICA Group Wealth Management first reported a position in ATO in Q1 2022 and has held it in 9 quarters since. The position peaked at $331K in Q2 2022. 733 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

ICA Group Wealth Management held 363 shares of Atmos Energy worth $42.3K as of Q2 2024.
ICA Group Wealth Management sold 1,000 Atmos Energy shares in Q2 2024, an estimated $117K.
Atmos Energy made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #262 holding.
ICA Group Wealth Management first reported a position in Atmos Energy in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's Atmos Energy position peaked at $331K in Q2 2022.
733 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.