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JOYN Advisors’s Atmos Energy ATO Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-451
Closed -$42K – 215
2018
Q4 		$42K Buy
451
+124
+38% +$11.9K 0.01% 403
2018
Q3 		$31K Buy
327
+67
+26% +$6.18K 0.01% 529
2018
Q2 		$23K Buy
260
+229
+739% +$19.8K ﹤0.01% 616
2018
Q1 		$3K Buy
+31
New +$2.52K ﹤0.01% 951

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JOYN Advisors's ATO Position: Q1 2019 in Review

JOYN Advisors sold out of Atmos Energy (ATO) in Q1 2019, closing a stake of 451 shares — an estimated $42K sold.

JOYN Advisors first reported a position in ATO in Q1 2018 and held it in 4 quarters. The position peaked at $42K in Q4 2018. 507 funds tracked by Wall St. Rank hold ATO as of Q1 2019.

  • JOYN Advisors reported no remaining Atmos Energy position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 451 Atmos Energy shares in Q1 2019, an estimated $42K.
  • JOYN Advisors first reported a position in Atmos Energy in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Atmos Energy position peaked at $42K in Q4 2018.
  • 507 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.