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 $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 $47.7B AUM 13.92% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Lake Point Wealth Management's ATO Position: Q2 2022 in Review

Lake Point Wealth Management held its Atmos Energy (ATO) position steady in Q2 2022 at 787 shares worth $88K. The position accounts for 0.05% of the portfolio, ranked #45.

Lake Point Wealth Management first reported a position in ATO in Q4 2018 and has held it in 9 quarters since. The position peaked at $94K in Q1 2022. 618 funds tracked by Wall St. Rank hold ATO as of Q2 2022.

Lake Point Wealth Management held 787 shares of Atmos Energy worth $88K as of Q2 2022.
Lake Point Wealth Management left its Atmos Energy share count unchanged in Q2 2022.
Atmos Energy made up 0.05% of Lake Point Wealth Management's portfolio in Q2 2022, its #45 holding.
Lake Point Wealth Management first reported a position in Atmos Energy in Q4 2018 and has held it in 9 quarters since.
Lake Point Wealth Management's Atmos Energy position peaked at $94K in Q1 2022.
618 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.