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J.W. Burns & Co’s Atmos Energy ATO Stock Holding History

J.W. Burns & Co’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
Q3 		– Sell
-4,825
Closed -$464K – 181
2021
Q2 		$464K Sell
4,825
-725
-13% -$72.7K 0.07% 130
2021
Q1 		$549K Sell
5,550
-500
-8% -$45.5K 0.09% 120
2020
Q4 		$577K Buy
6,050
+90
+2% +$8.68K 0.1% 114
2020
Q3 		$570K Buy
5,960
+1,225
+26% +$122K 0.11% 103
2020
Q2 		$472K Hold
4,735
– – 0.1% 111
2020
Q1 		$470K Buy
4,735
+2,655
+128% +$292K 0.13% 105
2019
Q4 		$233K Buy
+2,080
New +$228K 0.05% 152

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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

J.W. Burns & Co's ATO Position: Q3 2021 in Review

J.W. Burns & Co sold out of Atmos Energy (ATO) in Q3 2021, closing a stake of 4,825 shares — an estimated $464K sold.

J.W. Burns & Co first reported a position in ATO in Q4 2019 and held it in 7 quarters. The position peaked at $577K in Q4 2020. 535 funds tracked by Wall St. Rank hold ATO as of Q3 2021.

  • J.W. Burns & Co reported no remaining Atmos Energy position as of Q3 2021 after selling out during the quarter.
  • J.W. Burns & Co sold 4,825 Atmos Energy shares in Q3 2021, an estimated $464K.
  • J.W. Burns & Co first reported a position in Atmos Energy in Q4 2019 and held it in 7 quarters.
  • J.W. Burns & Co's Atmos Energy position peaked at $577K in Q4 2020.
  • 535 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2021.

Based on J.W. Burns & Co's 13F filing for Q3 2021, filed 13 Oct 2021.