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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return