LM Advisors’s Atmos Energy ATO Stock Holding History

LM 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
2024 Q1	–	Sell	-19	Closed	-$2.25K	–	253
2023 Q4	$2.25K	Buy	+19	New	+$2.12K	﹤0.01%	655

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

LM Advisors's ATO Position: Q1 2024 in Review

LM Advisors sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 19 shares — an estimated $2.25K sold.

LM Advisors first reported a position in ATO in Q4 2023 and held it in 1 quarter. The position peaked at $2.25K in Q4 2023. 731 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

LM Advisors reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 19 Atmos Energy shares in Q1 2024, an estimated $2.25K.
LM Advisors first reported a position in Atmos Energy in Q4 2023 and held it in 1 quarter.
LM Advisors's Atmos Energy position peaked at $2.25K in Q4 2023.
731 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.