MBE Wealth Management’s Atmos Energy ATO Stock Holding History

MBE 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	–	Sell	-680	Closed	-$67K	–	80
2020 Q1	$67K	Buy	+680	New	+$74.8K	0.06%	95

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

MBE Wealth Management sold out of Atmos Energy (ATO) in Q2 2020, closing a stake of 680 shares — an estimated $67K sold.

MBE Wealth Management first reported a position in ATO in Q1 2020 and held it in 1 quarter. The position peaked at $67K in Q1 2020. 538 funds tracked by Wall St. Rank hold ATO as of Q2 2020.

MBE Wealth Management reported no remaining Atmos Energy position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 680 Atmos Energy shares in Q2 2020, an estimated $67K.
MBE Wealth Management first reported a position in Atmos Energy in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Atmos Energy position peaked at $67K in Q1 2020.
538 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.