OWMIAS
ATO icon

One Wealth Management Investment & Advisory Services’s Atmos Energy ATO Stock Holding History

One Wealth Management Investment & Advisory Services’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
-1,689
Closed -$201K – 138
2024
Q1 		$201K Buy
+1,689
New +$194K 0.08% 140

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's ATO Position: Q2 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Atmos Energy (ATO) in Q2 2024, closing a stake of 1,689 shares — an estimated $201K sold.

One Wealth Management Investment & Advisory Services first reported a position in ATO in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 733 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Atmos Energy position as of Q2 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,689 Atmos Energy shares in Q2 2024, an estimated $201K.
  • One Wealth Management Investment & Advisory Services first reported a position in Atmos Energy in Q1 2024 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Atmos Energy position peaked at $201K in Q1 2024.
  • 733 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2024, filed 6 Aug 2024.