JP Morgan Private Wealth Advisors’s Atmos Energy ATO Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$1.48M	Sell	13,961 -1,238	-8%	-$144K	﹤0.01%	843
2023 Q2	$1.77M	Sell	15,199 -16,839	-53%	-$1.95M	0.01%	607
2023 Q1	$3.6M	Sell	32,038 -3,209	-9%	-$365K	0.01%	680
2022 Q4	$3.95M	Buy	35,247 +2,674	+8%	+$294K	0.01%	636
2022 Q3	$3.32M	Sell	32,573 -7,953	-20%	-$911K	0.01%	676
2022 Q2	$4.54M	Buy	40,526 +110	+0.3%	+$12.6K	0.01%	594
2022 Q1	$4.83M	Buy	40,416 +35,774	+771%	+$3.91M	0.01%	624
2021 Q4	$486K	Buy	4,642 +520	+13%	+$49.3K	﹤0.01%	1568
2021 Q3	$364K	Buy	4,122 +52	+1%	+$5.03K	﹤0.01%	1629
2021 Q2	$391K	Buy	+4,070	New	+$408K	﹤0.01%	1575

Other funds holding ATO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ATO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Atmos Energy (ATO) stake by 8.1% in Q3 2023, selling an estimated $144K and leaving 13,961 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #843.

JP Morgan Private Wealth Advisors first reported a position in ATO in Q2 2021 and has held it in 10 quarters since. The position peaked at $4.83M in Q1 2022. 667 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

JP Morgan Private Wealth Advisors held 13,961 shares of Atmos Energy worth $1.48M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,238 Atmos Energy shares in Q3 2023, an estimated $144K.
Atmos Energy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #843 holding.
JP Morgan Private Wealth Advisors first reported a position in Atmos Energy in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Atmos Energy position peaked at $4.83M in Q1 2022.
667 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.