RMR Wealth Builders’s Atmos Energy ATO Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-69	Closed	-$7K	–	215
2021 Q1	$7K	Buy	+69	New	+$6.28K	﹤0.01%	626

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 $3.37T AUM 44.26% 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

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

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

RMR Wealth Builders's ATO Position: Q2 2021 in Review

RMR Wealth Builders sold out of Atmos Energy (ATO) in Q2 2021, closing a stake of 69 shares — an estimated $7K sold.

RMR Wealth Builders first reported a position in ATO in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 548 funds tracked by Wall St. Rank hold ATO as of Q2 2021.

RMR Wealth Builders reported no remaining Atmos Energy position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 69 Atmos Energy shares in Q2 2021, an estimated $7K.
RMR Wealth Builders first reported a position in Atmos Energy in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Atmos Energy position peaked at $7K in Q1 2021.
548 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.