Parcion Private Wealth’s Atmos Energy ATO Stock Holding History

Parcion 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
2020 Q1	–	Sell	-2,399	Closed	-$268K	–	191
2019 Q4	$268K	Buy	+2,399	New	+$263K	0.06%	169

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Parcion Private Wealth's ATO Position: Q1 2020 in Review

Parcion Private Wealth sold out of Atmos Energy (ATO) in Q1 2020, closing a stake of 2,399 shares — an estimated $268K sold.

Parcion Private Wealth first reported a position in ATO in Q4 2019 and held it in 1 quarter. The position peaked at $268K in Q4 2019. 552 funds tracked by Wall St. Rank hold ATO as of Q1 2020.

Parcion Private Wealth reported no remaining Atmos Energy position as of Q1 2020 after selling out during the quarter.
Parcion Private Wealth sold 2,399 Atmos Energy shares in Q1 2020, an estimated $268K.
Parcion Private Wealth first reported a position in Atmos Energy in Q4 2019 and held it in 1 quarter.
Parcion Private Wealth's Atmos Energy position peaked at $268K in Q4 2019.
552 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2020.

Based on Parcion Private Wealth's 13F filing for Q1 2020, filed 29 Apr 2020.