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Retirement Group’s Atmos Energy ATO Stock Holding History

Retirement 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
2022
Q3 		– Sell
-129
Closed -$14K – 500
2022
Q2 		$14K Hold
129
– – 0.01% 374
2022
Q1 		$15K Buy
129
+23
+22% +$2.51K 0.01% 384
2021
Q4 		$11K Buy
+106
New +$10K ﹤0.01% 401

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
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

Retirement Group's ATO Position: Q3 2022 in Review

Retirement Group sold out of Atmos Energy (ATO) in Q3 2022, closing a stake of 129 shares — an estimated $14K sold.

Retirement Group first reported a position in ATO in Q4 2021 and held it in 3 quarters. The position peaked at $15K in Q1 2022. 630 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

  • Retirement Group reported no remaining Atmos Energy position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 129 Atmos Energy shares in Q3 2022, an estimated $14K.
  • Retirement Group first reported a position in Atmos Energy in Q4 2021 and held it in 3 quarters.
  • Retirement Group's Atmos Energy position peaked at $15K in Q1 2022.
  • 630 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.