IFS Advisors’s Atmos Energy ATO Stock Holding History

IFS 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
2021 Q1	–	Sell	-547	Closed	-$52K	–	32
2020 Q4	$52K	Buy	+547	New	+$52.7K	0.04%	44

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

IFS Advisors's ATO Position: Q1 2021 in Review

IFS Advisors sold out of Atmos Energy (ATO) in Q1 2021, closing a stake of 547 shares — an estimated $52K sold.

IFS Advisors first reported a position in ATO in Q4 2020 and held it in 1 quarter. The position peaked at $52K in Q4 2020. 549 funds tracked by Wall St. Rank hold ATO as of Q1 2021.

IFS Advisors reported no remaining Atmos Energy position as of Q1 2021 after selling out during the quarter.
IFS Advisors sold 547 Atmos Energy shares in Q1 2021, an estimated $52K.
IFS Advisors first reported a position in Atmos Energy in Q4 2020 and held it in 1 quarter.
IFS Advisors's Atmos Energy position peaked at $52K in Q4 2020.
549 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2021.

Based on IFS Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.