Lenox Wealth Advisors’s Atmos Energy ATO Stock Holding History

Lenox Wealth Advisors’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
2020 Q1	–	Sell	-1	Closed	–	–	768
2019 Q4	$0	Buy	+1	New	+$110	﹤0.01%	726

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors's ATO Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Atmos Energy (ATO) in Q1 2020, closing a stake of 1 share.

Lenox Wealth Advisors first reported a position in ATO in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 552 funds tracked by Wall St. Rank hold ATO as of Q1 2020.

Lenox Wealth Advisors reported no remaining Atmos Energy position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 1 Atmos Energy share in Q1 2020.
Lenox Wealth Advisors first reported a position in Atmos Energy in Q4 2019 and held it in 1 quarter.
Lenox Wealth Advisors's Atmos Energy position peaked at $0 in Q4 2019.
552 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.