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Janiczek Wealth Management’s Atmos Energy ATO Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$76.1K Buy
652
+34
+6% +$3.96K 0.02% 337
2024
Q1 		$73.5K Buy
618
+509
+467% +$58.4K 0.02% 346
2023
Q4 		$12.6K Sell
109
-13
-11% -$1.45K ﹤0.01% 628
2023
Q3 		$12.9K Buy
122
+20
+20% +$2.33K ﹤0.01% 593
2023
Q2 		$11.9K Buy
102
+48
+89% +$5.55K ﹤0.01% 543
2023
Q1 		$6.11K Hold
54
– – ﹤0.01% 644
2022
Q4 		$6.29K Sell
54
-15
-22% -$1.65K ﹤0.01% 630
2022
Q3 		$7K Hold
69
– – ﹤0.01% 597
2022
Q2 		$8K Hold
69
– – ﹤0.01% 594
2022
Q1 		$8K Hold
69
– – ﹤0.01% 600
2021
Q4 		$7K Buy
69
+10
+17% +$948 ﹤0.01% 633
2021
Q3 		$5K Buy
59
+10
+20% +$967 ﹤0.01% 682
2021
Q2 		$5K Buy
49
+5
+11% +$501 ﹤0.01% 652
2021
Q1 		$4K Buy
44
+33
+300% +$3K ﹤0.01% 658
2020
Q4 		$1K Buy
+11
New +$1.06K ﹤0.01% 712

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Janiczek Wealth Management's ATO Position: Q2 2024 in Review

Janiczek Wealth Management increased its Atmos Energy (ATO) stake by 5.5% in Q2 2024, buying an estimated $3.96K and bringing the position to 652 shares worth $76.1K. The position accounts for 0.02% of the portfolio, ranked #337.

Janiczek Wealth Management first reported a position in ATO in Q4 2020 and has held it in 15 quarters since. 734 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

  • Janiczek Wealth Management held 652 shares of Atmos Energy worth $76.1K as of Q2 2024.
  • Janiczek Wealth Management bought 34 Atmos Energy shares in Q2 2024, an estimated $3.96K.
  • Atmos Energy made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #337 holding.
  • Janiczek Wealth Management first reported a position in Atmos Energy in Q4 2020 and has held it in 15 quarters since.
  • 734 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.