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Milestone Investment Advisors’s Atmos Energy ATO Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-87
Closed -$9.22K – 147
2023
Q3 		$9.22K Buy
+87
New +$10.2K ﹤0.01% 299
2023
Q2 		– Sell
-87
Closed -$9.78K – 143
2023
Q1 		$9.78K Buy
+87
New +$9.89K ﹤0.01% 300

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Investment Advisors's ATO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Atmos Energy (ATO) in Q4 2023, closing a stake of 87 shares — an estimated $9.22K sold.

Milestone Investment Advisors first reported a position in ATO in Q1 2023 and held it in 2 quarters. The position peaked at $9.78K in Q1 2023. 722 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Atmos Energy position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 87 Atmos Energy shares in Q4 2023, an estimated $9.22K.
  • Milestone Investment Advisors first reported a position in Atmos Energy in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Atmos Energy position peaked at $9.78K in Q1 2023.
  • 722 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.