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Money Concepts Capital’s Atmos Energy ATO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,065
Closed -$119K – 627
2022
Q4 		$119K Buy
+1,065
New +$117K 0.01% 898
2022
Q2 		– Sell
-899
Closed -$107K – 1509
2022
Q1 		$107K Buy
+899
New +$98.2K 0.01% 963

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $226B AUM 44.75% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Money Concepts Capital's ATO Position: Q1 2023 in Review

Money Concepts Capital sold out of Atmos Energy (ATO) in Q1 2023, closing a stake of 1,065 shares — an estimated $119K sold.

Money Concepts Capital first reported a position in ATO in Q1 2022 and held it in 2 quarters. The position peaked at $119K in Q4 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

  • Money Concepts Capital reported no remaining Atmos Energy position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,065 Atmos Energy shares in Q1 2023, an estimated $119K.
  • Money Concepts Capital first reported a position in Atmos Energy in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Atmos Energy position peaked at $119K in Q4 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.