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Investmark Advisory Group’s Atmos Energy ATO Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-300
Closed -$31K – 104
2021
Q4 		$31K Buy
+300
New +$28.4K 0.03% 185

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Investmark Advisory Group's ATO Position: Q1 2022 in Review

Investmark Advisory Group sold out of Atmos Energy (ATO) in Q1 2022, closing a stake of 300 shares — an estimated $31K sold.

Investmark Advisory Group first reported a position in ATO in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 607 funds tracked by Wall St. Rank hold ATO as of Q1 2022.

  • Investmark Advisory Group reported no remaining Atmos Energy position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 300 Atmos Energy shares in Q1 2022, an estimated $31K.
  • Investmark Advisory Group first reported a position in Atmos Energy in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Atmos Energy position peaked at $31K in Q4 2021.
  • 607 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.