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MPS Loria Financial Planners’s Atmos Energy ATO Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-407
Closed -$40K – 131
2021
Q1 		$40K Hold
407
– – 0.02% 180
2020
Q4 		$38K Buy
407
+9
+2% +$868 0.02% 180
2020
Q3 		$38K Hold
398
– – 0.02% 160
2020
Q2 		$40K Buy
+398
New +$40.1K 0.02% 155
2017
Q3 		– Sell
-398
Closed -$35K – 96
2017
Q2 		$35K Buy
+398
New +$32.6K 0.02% 179

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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

MPS Loria Financial Planners's ATO Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Atmos Energy (ATO) in Q2 2021, closing a stake of 407 shares — an estimated $40K sold.

MPS Loria Financial Planners first reported a position in ATO in Q2 2017 and held it in 5 quarters. The position peaked at $40K in Q1 2021. 548 funds tracked by Wall St. Rank hold ATO as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Atmos Energy position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 407 Atmos Energy shares in Q2 2021, an estimated $40K.
  • MPS Loria Financial Planners first reported a position in Atmos Energy in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Atmos Energy position peaked at $40K in Q1 2021.
  • 548 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.