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Moneta Group Investment Advisors’s Atmos Energy ATO Stock Holding History

Moneta Group 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
2024
Q1 		– Sell
-1,814
Closed -$210K – 610
2023
Q4 		$210K Buy
+1,814
New +$203K ﹤0.01% 523
2018
Q2 		– Sell
-900
Closed -$76K – 402
2018
Q1 		$76K Buy
+900
New +$73.3K 0.01% 280

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's ATO Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 1,814 shares — an estimated $210K sold.

Moneta Group Investment Advisors first reported a position in ATO in Q1 2018 and held it in 2 quarters. The position peaked at $210K in Q4 2023. 731 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • Moneta Group Investment Advisors reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,814 Atmos Energy shares in Q1 2024, an estimated $210K.
  • Moneta Group Investment Advisors first reported a position in Atmos Energy in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Atmos Energy position peaked at $210K in Q4 2023.
  • 731 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.