Lee Financial’s Atmos Energy ATO Stock Holding History

Lee Financial’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	-1,200	Closed	-$119K	–	667
2021 Q1	$119K	Buy	1,200 +600	+100%	+$54.6K	0.03%	163
2020 Q4	$57K	Buy	600 +100	+20%	+$9.64K	0.01%	198
2020 Q3	$48K	Buy	+500	New	+$49.9K	0.01%	236

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

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

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

Lee Financial's ATO Position: Q2 2021 in Review

Lee Financial sold out of Atmos Energy (ATO) in Q2 2021, closing a stake of 1,200 shares — an estimated $119K sold.

Lee Financial first reported a position in ATO in Q3 2020 and held it in 3 quarters. The position peaked at $119K in Q1 2021. 547 funds tracked by Wall St. Rank hold ATO as of Q2 2021.

Lee Financial reported no remaining Atmos Energy position as of Q2 2021 after selling out during the quarter.
Lee Financial sold 1,200 Atmos Energy shares in Q2 2021, an estimated $119K.
Lee Financial first reported a position in Atmos Energy in Q3 2020 and held it in 3 quarters.
Lee Financial's Atmos Energy position peaked at $119K in Q1 2021.
547 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2021.

Based on Lee Financial's 13F filing for Q2 2021, filed 4 Aug 2021.