Lake Point Wealth Management’s Atmos Energy ATO Stock Holding History

Lake Point 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
2022 Q2	$88K	Hold	787	–	–	0.05%	45
2022 Q1	$94K	Hold	787	–	–	0.04%	41
2021 Q4	$82K	Hold	787	–	–	0.04%	50
2021 Q3	$69K	Hold	787	–	–	0.03%	52
2021 Q2	$76K	Buy	+787	New	+$78.9K	0.04%	47
2020 Q1	–	Sell	-787	Closed	-$88K	–	388
2019 Q4	$88K	Buy	+787	New	+$86.3K	0.03%	82
2019 Q2	$83K	Hold	787	–	–	0.03%	97
2019 Q1	$83K	Hold	787	–	–	0.03%	97
2018 Q4	$73K	Buy	+787	New	+$75.2K	0.03%	231

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

American Century Companies

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

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

Geode Capital Management

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

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return