PrairieView Partners’s Atmos Energy ATO Stock Holding History

PrairieView 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
2023 Q1	–	Sell	-46	Closed	-$5K	–	407
2022 Q4	$5K	Buy	+46	New	+$5.06K	﹤0.01%	361
2021 Q4	–	Sell	-200	Closed	-$18K	–	416
2021 Q3	$18K	Hold	200	–	–	﹤0.01%	237
2021 Q2	$19K	Hold	200	–	–	﹤0.01%	230
2021 Q1	$20K	Hold	200	–	–	﹤0.01%	224
2020 Q4	$19K	Hold	200	–	–	﹤0.01%	208
2020 Q3	$19K	Hold	200	–	–	﹤0.01%	198
2020 Q2	$20K	Hold	200	–	–	﹤0.01%	190
2020 Q1	$20K	Buy	+200	New	+$22K	0.01%	181

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 $3.38T AUM 44.17% 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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

PrairieView Partners's ATO Position: Q1 2023 in Review

PrairieView Partners sold out of Atmos Energy (ATO) in Q1 2023, closing a stake of 46 shares — an estimated $5K sold.

PrairieView Partners first reported a position in ATO in Q1 2020 and held it in 8 quarters. The position peaked at $20K in Q1 2021. 661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

PrairieView Partners reported no remaining Atmos Energy position as of Q1 2023 after selling out during the quarter.
PrairieView Partners sold 46 Atmos Energy shares in Q1 2023, an estimated $5K.
PrairieView Partners first reported a position in Atmos Energy in Q1 2020 and held it in 8 quarters.
PrairieView Partners's Atmos Energy position peaked at $20K in Q1 2021.
661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on PrairieView Partners's 13F filing for Q1 2023, filed 8 May 2023.