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Ovata Capital Management’s Atmos Energy ATO Stock Holding History

Ovata Capital Management’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
2020
Q3 		– Sell
-422
Closed -$42K – 82
2020
Q2 		$42K Buy
+422
New +$42.6K 0.01% 121

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Ovata Capital Management's ATO Position: Q3 2020 in Review

Ovata Capital Management sold out of Atmos Energy (ATO) in Q3 2020, closing a stake of 422 shares — an estimated $42K sold.

Ovata Capital Management first reported a position in ATO in Q2 2020 and held it in 1 quarter. The position peaked at $42K in Q2 2020. 533 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

  • Ovata Capital Management reported no remaining Atmos Energy position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 422 Atmos Energy shares in Q3 2020, an estimated $42K.
  • Ovata Capital Management first reported a position in Atmos Energy in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's Atmos Energy position peaked at $42K in Q2 2020.
  • 533 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.