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Lenox Wealth Management’s Atmos Energy ATO Stock Holding History

Lenox 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
2020
Q2 		$55K Hold
559
– – 0.02% 241
2020
Q1 		$55K Buy
559
+475
+565% +$52.2K 0.02% 238
2019
Q4 		$9K Hold
84
– – ﹤0.01% 455
2019
Q3 		$9K Buy
84
+34
+68% +$3.72K ﹤0.01% 459
2019
Q2 		$5K Sell
50
-250
-83% -$25.6K ﹤0.01% 509
2019
Q1 		$31K Buy
+300
New +$29.2K 0.01% 281

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lenox Wealth Management's ATO Position: Q2 2020 in Review

Lenox Wealth Management held its Atmos Energy (ATO) position steady in Q2 2020 at 559 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #241.

Lenox Wealth Management first reported a position in ATO in Q1 2019 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold ATO as of Q2 2020.

  • Lenox Wealth Management held 559 shares of Atmos Energy worth $55K as of Q2 2020.
  • Lenox Wealth Management left its Atmos Energy share count unchanged in Q2 2020.
  • Atmos Energy made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #241 holding.
  • Lenox Wealth Management first reported a position in Atmos Energy in Q1 2019 and has held it in 6 quarters since.
  • 537 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.