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

Redwood 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
Q3 		– Sell
-308
Closed -$35.9K – 232
2024
Q2 		$35.9K Buy
+308
New +$35.9K 0.03% 358

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Redwood Wealth Management Group's ATO Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Atmos Energy (ATO) in Q3 2024, closing a stake of 308 shares — an estimated $35.9K sold.

Redwood Wealth Management Group first reported a position in ATO in Q2 2024 and held it in 1 quarter. The position peaked at $35.9K in Q2 2024. 755 funds tracked by Wall St. Rank hold ATO as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Atmos Energy position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 308 Atmos Energy shares in Q3 2024, an estimated $35.9K.
  • Redwood Wealth Management Group first reported a position in Atmos Energy in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Atmos Energy position peaked at $35.9K in Q2 2024.
  • 755 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.