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Rational Advisors’s Atmos Energy ATO Stock Holding History

Rational 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
2023
Q2 		– Sell
-4,866
Closed -$547K – 275
2023
Q1 		$547K Buy
+4,866
New +$553K 0.04% 117
2020
Q4 		– Sell
-1,172
Closed -$112K – 232
2020
Q3 		$112K Buy
+1,172
New +$117K 0.05% 151
2013
Q4 		$91K Sell
2,008
-270
-12% -$11.9K 0.01% 639
2013
Q3 		$97K Sell
2,278
-65
-3% -$2.75K 0.01% 662
2013
Q2 		$96K Buy
+2,343
New +$99.8K 0.01% 659

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 $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rational Advisors's ATO Position: Q2 2023 in Review

Rational Advisors sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 4,866 shares — an estimated $547K sold.

Rational Advisors first reported a position in ATO in Q2 2013 and held it in 5 quarters. The position peaked at $547K in Q1 2023. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

  • Rational Advisors reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
  • Rational Advisors sold 4,866 Atmos Energy shares in Q2 2023, an estimated $547K.
  • Rational Advisors first reported a position in Atmos Energy in Q2 2013 and held it in 5 quarters.
  • Rational Advisors's Atmos Energy position peaked at $547K in Q1 2023.
  • 671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Rational Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.