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Personal Wealth Partners’s Atmos Energy ATO Stock Holding History

Personal Wealth Partners’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
-223
Closed -$25K – 101
2019
Q4 		$25K Hold
223
– – 0.01% 182
2019
Q3 		$25K Buy
223
+6
+3% +$656 0.01% 184
2019
Q2 		$23K Buy
+217
New +$22.2K 0.01% 175

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Personal Wealth Partners's ATO Position: Q1 2020 in Review

Personal Wealth Partners sold out of Atmos Energy (ATO) in Q1 2020, closing a stake of 223 shares — an estimated $25K sold.

Personal Wealth Partners first reported a position in ATO in Q2 2019 and held it in 3 quarters. The position peaked at $25K in Q4 2019. 552 funds tracked by Wall St. Rank hold ATO as of Q1 2020.

  • Personal Wealth Partners reported no remaining Atmos Energy position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 223 Atmos Energy shares in Q1 2020, an estimated $25K.
  • Personal Wealth Partners first reported a position in Atmos Energy in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Atmos Energy position peaked at $25K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.