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Lederer & Associates Investment Counsel’s Atmos Energy ATO Stock Holding History

Lederer & Associates Investment Counsel’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
2021
Q2 		– Sell
-1,000
Closed -$98.8K – 89
2021
Q1 		$98.8K Buy
+1,000
New +$91K 0.07% 94

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lederer & Associates Investment Counsel's ATO Position: Q2 2021 in Review

Lederer & Associates Investment Counsel sold out of Atmos Energy (ATO) in Q2 2021, closing a stake of 1,000 shares — an estimated $98.8K sold.

Lederer & Associates Investment Counsel first reported a position in ATO in Q1 2021 and held it in 1 quarter. The position peaked at $98.8K in Q1 2021. 548 funds tracked by Wall St. Rank hold ATO as of Q2 2021.

  • Lederer & Associates Investment Counsel reported no remaining Atmos Energy position as of Q2 2021 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 1,000 Atmos Energy shares in Q2 2021, an estimated $98.8K.
  • Lederer & Associates Investment Counsel first reported a position in Atmos Energy in Q1 2021 and held it in 1 quarter.
  • Lederer & Associates Investment Counsel's Atmos Energy position peaked at $98.8K in Q1 2021.
  • 548 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2021, filed 23 Jul 2021.