PRW Wealth Management’s Atmos Energy ATO Stock Holding History

PRW Wealth Management’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
2021 Q3	–	Sell	-4,047	Closed	-$389K	–	104
2021 Q2	$389K	Buy	+4,047	New	+$406K	0.11%	177

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

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

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

PRW Wealth Management's ATO Position: Q3 2021 in Review

PRW Wealth Management sold out of Atmos Energy (ATO) in Q3 2021, closing a stake of 4,047 shares — an estimated $389K sold.

PRW Wealth Management first reported a position in ATO in Q2 2021 and held it in 1 quarter. The position peaked at $389K in Q2 2021. 535 funds tracked by Wall St. Rank hold ATO as of Q3 2021.

PRW Wealth Management reported no remaining Atmos Energy position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 4,047 Atmos Energy shares in Q3 2021, an estimated $389K.
PRW Wealth Management first reported a position in Atmos Energy in Q2 2021 and held it in 1 quarter.
PRW Wealth Management's Atmos Energy position peaked at $389K in Q2 2021.
535 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.