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Magnus Financial Group’s Atmos Energy ATO Stock Holding History

Magnus Financial Group’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
Q3 		– Sell
-4,253
Closed -$424K – 342
2020
Q2 		$424K Sell
4,253
-52
-1% -$5.25K 0.05% 205
2020
Q1 		$427K Sell
4,305
-154
-3% -$16.9K 0.06% 173
2019
Q4 		$499K Hold
4,459
– – 0.07% 143
2019
Q3 		$508K Sell
4,459
-28
-0.6% -$3.06K 0.1% 115
2019
Q2 		$474K Sell
4,487
-27
-0.6% -$2.77K 0.09% 123
2019
Q1 		$465K Buy
4,514
+111
+3% +$10.8K 0.09% 121
2018
Q4 		$408K Buy
+4,403
New +$421K 0.11% 114

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Magnus Financial Group's ATO Position: Q3 2020 in Review

Magnus Financial Group sold out of Atmos Energy (ATO) in Q3 2020, closing a stake of 4,253 shares — an estimated $424K sold.

Magnus Financial Group first reported a position in ATO in Q4 2018 and held it in 7 quarters. The position peaked at $508K in Q3 2019. 533 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

  • Magnus Financial Group reported no remaining Atmos Energy position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 4,253 Atmos Energy shares in Q3 2020, an estimated $424K.
  • Magnus Financial Group first reported a position in Atmos Energy in Q4 2018 and held it in 7 quarters.
  • Magnus Financial Group's Atmos Energy position peaked at $508K in Q3 2019.
  • 533 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.