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Lumature Wealth Partners’s Atmos Energy ATO Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$306K Sell
2,627
-4
-0.2% -$463 0.18% 106
2023
Q1 		$296K Buy
2,631
+19
+0.7% +$2.16K 0.17% 104
2022
Q4 		$293K Sell
2,612
-27
-1% -$2.97K 0.16% 108
2022
Q3 		$269K Buy
2,639
+97
+4% +$11.1K 0.14% 113
2022
Q2 		$285K Sell
2,542
-71
-3% -$8.13K 0.13% 116
2022
Q1 		$312K Buy
2,613
+2,403
+1,144% +$262K 0.13% 118
2021
Q4 		$22K Buy
+210
New +$19.9K 0.01% 287

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lumature Wealth Partners's ATO Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Atmos Energy (ATO) stake by 0.15% in Q2 2023, selling an estimated $463 and leaving 2,627 shares worth $306K. The position accounts for 0.18% of the portfolio, ranked #106.

Lumature Wealth Partners first reported a position in ATO in Q4 2021 and has held it in 7 quarters since. The position peaked at $312K in Q1 2022. 672 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

  • Lumature Wealth Partners held 2,627 shares of Atmos Energy worth $306K as of Q2 2023.
  • Lumature Wealth Partners sold 4 Atmos Energy shares in Q2 2023, an estimated $463.
  • Atmos Energy made up 0.18% of Lumature Wealth Partners's portfolio in Q2 2023, its #106 holding.
  • Lumature Wealth Partners first reported a position in Atmos Energy in Q4 2021 and has held it in 7 quarters since.
  • Lumature Wealth Partners's Atmos Energy position peaked at $312K in Q1 2022.
  • 672 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.