IPW
ATO icon

Impact Partnership Wealth’s Atmos Energy ATO Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-140
Closed -$16.3K – 1012
2023
Q2 		$16.3K Buy
+140
New +$16.2K 0.01% 371

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impact Partnership Wealth's ATO Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 140 shares — an estimated $16.3K sold.

Impact Partnership Wealth first reported a position in ATO in Q2 2023 and held it in 1 quarter. The position peaked at $16.3K in Q2 2023. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 140 Atmos Energy shares in Q3 2023, an estimated $16.3K.
  • Impact Partnership Wealth first reported a position in Atmos Energy in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Atmos Energy position peaked at $16.3K in Q2 2023.
  • 666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.