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Oxler Private Wealth’s Atmos Energy ATO Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-410
Closed -$41.8K – 105
2022
Q3 		$41.8K Buy
410
+3
+0.7% +$344 0.02% 218
2022
Q2 		$45.7K Buy
+407
New +$46.6K 0.02% 154
2021
Q1 		– Sell
-400
Closed -$38K – 122
2020
Q4 		$38K Buy
+400
New +$38.6K 0.02% 171

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oxler Private Wealth's ATO Position: Q4 2022 in Review

Oxler Private Wealth sold out of Atmos Energy (ATO) in Q4 2022, closing a stake of 410 shares — an estimated $41.8K sold.

Oxler Private Wealth first reported a position in ATO in Q4 2020 and held it in 3 quarters. The position peaked at $45.7K in Q2 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

  • Oxler Private Wealth reported no remaining Atmos Energy position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 410 Atmos Energy shares in Q4 2022, an estimated $41.8K.
  • Oxler Private Wealth first reported a position in Atmos Energy in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Atmos Energy position peaked at $45.7K in Q2 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.