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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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