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Providence Capital Advisors’s Atmos Energy ATO Stock Holding History

Providence Capital Advisors’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
-200
Closed -$23.2K – 345
2023
Q4 		$23.2K Buy
+200
New +$22.4K 0.01% 210
2022
Q1 		– Sell
-24
Closed -$3K – 460
2021
Q4 		$3K Hold
24
– – ﹤0.01% 287
2021
Q3 		$2K Hold
24
– – ﹤0.01% 281
2021
Q2 		$2K Hold
24
– – ﹤0.01% 286
2021
Q1 		$2K Hold
24
– – ﹤0.01% 255
2020
Q4 		$2K Hold
24
– – ﹤0.01% 293
2020
Q3 		$2K Buy
+24
New +$2.4K ﹤0.01% 196

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

Providence Capital Advisors's ATO Position: Q1 2024 in Review

Providence Capital Advisors sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 200 shares — an estimated $23.2K sold.

Providence Capital Advisors first reported a position in ATO in Q3 2020 and held it in 7 quarters. The position peaked at $23.2K in Q4 2023. 732 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • Providence Capital Advisors reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
  • Providence Capital Advisors sold 200 Atmos Energy shares in Q1 2024, an estimated $23.2K.
  • Providence Capital Advisors first reported a position in Atmos Energy in Q3 2020 and held it in 7 quarters.
  • Providence Capital Advisors's Atmos Energy position peaked at $23.2K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Providence Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.