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Laurel Wealth Advisors (California)’s Atmos Energy ATO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$227K Sell
2,021
-169
-8% -$18.6K 0.02% 594
2022
Q3 		$223K Buy
+2,190
New +$251K 0.02% 577

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ATO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Atmos Energy (ATO) stake by 7.7% in Q4 2022, selling an estimated $18.6K and leaving 2,021 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #594.

Laurel Wealth Advisors (California) first reported a position in ATO in Q3 2022 and has held it in 2 quarters since. 661 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,021 shares of Atmos Energy worth $227K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 169 Atmos Energy shares in Q4 2022, an estimated $18.6K.
  • Atmos Energy made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #594 holding.
  • Laurel Wealth Advisors (California) first reported a position in Atmos Energy in Q3 2022 and has held it in 2 quarters since.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.