IMA Advisory Services’s Atmos Energy ATO Stock Holding History

IMA Advisory Services’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
2022 Q4	–	Sell	-6	Closed	-$1K	–	350
2022 Q3	$1K	Buy	+6	New	+$687	﹤0.01%	306

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

IMA Advisory Services's ATO Position: Q4 2022 in Review

IMA Advisory Services sold out of Atmos Energy (ATO) in Q4 2022, closing a stake of 6 shares — an estimated $1K sold.

IMA Advisory Services first reported a position in ATO in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

IMA Advisory Services reported no remaining Atmos Energy position as of Q4 2022 after selling out during the quarter.
IMA Advisory Services sold 6 Atmos Energy shares in Q4 2022, an estimated $1K.
IMA Advisory Services first reported a position in Atmos Energy in Q3 2022 and held it in 1 quarter.
IMA Advisory Services's Atmos Energy position peaked at $1K in Q3 2022.
661 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.