LWM
ATO icon

Laidlaw Wealth Management’s Atmos Energy ATO Stock Holding History

Laidlaw 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
2023
Q4 		– Sell
-1,957
Closed -$207K – 238
2023
Q3 		$207K Buy
+1,957
New +$228K 0.07% 255

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laidlaw Wealth Management's ATO Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Atmos Energy (ATO) in Q4 2023, closing a stake of 1,957 shares — an estimated $207K sold.

Laidlaw Wealth Management first reported a position in ATO in Q3 2023 and held it in 1 quarter. The position peaked at $207K in Q3 2023. 721 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining Atmos Energy position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,957 Atmos Energy shares in Q4 2023, an estimated $207K.
  • Laidlaw Wealth Management first reported a position in Atmos Energy in Q3 2023 and held it in 1 quarter.
  • Laidlaw Wealth Management's Atmos Energy position peaked at $207K in Q3 2023.
  • 721 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.