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Prestige Wealth Management Group’s Atmos Energy ATO Stock Holding History

Prestige Wealth Management 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
2024
Q1 		– Sell
-5
Closed -$580 – 1024
2023
Q4 		$580 Sell
5
-33
-87% -$3.69K ﹤0.01% 935
2023
Q3 		$4.03K Hold
38
– – ﹤0.01% 618
2023
Q2 		$4.42K Buy
38
+33
+660% +$3.82K ﹤0.01% 619
2023
Q1 		$562 Buy
+5
New +$569 ﹤0.01% 964
2022
Q4 		– Sell
-17
Closed -$2K – 1151
2022
Q3 		$2K Buy
17
+10
+143% +$1.15K ﹤0.01% 709
2022
Q2 		$1K Buy
+7
New +$802 ﹤0.01% 821
2021
Q1 		– Sell
-4
Closed – – 951
2020
Q4 		$0 Buy
+4
New +$386 ﹤0.01% 937
2020
Q2 		– Sell
-6
Closed -$1K – 884
2020
Q1 		$1K Buy
+6
New +$660 ﹤0.01% 712

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prestige Wealth Management Group's ATO Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 5 shares — an estimated $580 sold.

Prestige Wealth Management Group first reported a position in ATO in Q1 2020 and held it in 8 quarters. The position peaked at $4.42K in Q2 2023. 732 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • Prestige Wealth Management Group reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 5 Atmos Energy shares in Q1 2024, an estimated $580.
  • Prestige Wealth Management Group first reported a position in Atmos Energy in Q1 2020 and held it in 8 quarters.
  • Prestige Wealth Management Group's Atmos Energy position peaked at $4.42K in Q2 2023.
  • 732 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.