Polaris Wealth Advisory Group’s Atmos Energy ATO Stock Holding History

Polaris Wealth Advisory Group’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
2023 Q3	$220K	Buy	+2,080	New	+$243K	0.02%	158
2023 Q2	–	Sell	-2,080	Closed	-$234K	–	143
2023 Q1	$234K	Hold	2,080	–	–	0.02%	159
2022 Q4	$243K	Hold	2,080	–	–	0.02%	160
2022 Q3	$208K	Buy	+2,080	New	+$238K	0.02%	151
2018 Q4	–	Sell	-335	Closed	-$32K	–	163
2018 Q3	$32K	Buy	+335	New	+$30.9K	﹤0.01%	282

Other funds holding ATO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polaris Wealth Advisory Group's ATO Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Atmos Energy (ATO) in Q3 2023: 2,080 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #158 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in ATO as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in ATO in Q3 2018 and has held it in 5 quarters since. The position peaked at $243K in Q4 2022. 667 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

Polaris Wealth Advisory Group held 2,080 shares of Atmos Energy worth $220K as of Q3 2023.
Atmos Energy was a new Polaris Wealth Advisory Group position in Q3 2023.
Atmos Energy made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #158 holding.
Polaris Wealth Advisory Group first reported a position in Atmos Energy in Q3 2018 and has held it in 5 quarters since.
Polaris Wealth Advisory Group's Atmos Energy position peaked at $243K in Q4 2022.
667 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.