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Monograph Wealth Advisors’s Atmos Energy ATO Stock Holding History

Monograph Wealth 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
Q2 		– Sell
-9,750
Closed -$1.16M – 112
2024
Q1 		$1.16M Buy
+9,750
New +$1.12M 0.17% 47

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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

Monograph Wealth Advisors's ATO Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Atmos Energy (ATO) in Q2 2024, closing a stake of 9,750 shares — an estimated $1.16M sold.

Monograph Wealth Advisors first reported a position in ATO in Q1 2024 and held it in 1 quarter. The position peaked at $1.16M in Q1 2024. 734 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Atmos Energy position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 9,750 Atmos Energy shares in Q2 2024, an estimated $1.16M.
  • Monograph Wealth Advisors first reported a position in Atmos Energy in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's Atmos Energy position peaked at $1.16M in Q1 2024.
  • 734 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.