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Ropes Wealth Advisors’s Atmos Energy ATO Stock Holding History

Ropes Wealth 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
Q3 		$249K Hold
2,349
– – 0.05% 232
2023
Q2 		$273K Buy
+2,349
New +$272K 0.05% 233
2015
Q4 		– Sell
-2,000
Closed -$116K – 471
2015
Q3 		$116K Buy
+2,000
New +$110K 0.06% 178

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ropes Wealth Advisors's ATO Position: Q3 2023 in Review

Ropes Wealth Advisors held its Atmos Energy (ATO) position steady in Q3 2023 at 2,349 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #232.

Ropes Wealth Advisors first reported a position in ATO in Q3 2015 and has held it in 3 quarters since. The position peaked at $273K in Q2 2023. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

  • Ropes Wealth Advisors held 2,349 shares of Atmos Energy worth $249K as of Q3 2023.
  • Ropes Wealth Advisors left its Atmos Energy share count unchanged in Q3 2023.
  • Atmos Energy made up 0.05% of Ropes Wealth Advisors's portfolio in Q3 2023, its #232 holding.
  • Ropes Wealth Advisors first reported a position in Atmos Energy in Q3 2015 and has held it in 3 quarters since.
  • Ropes Wealth Advisors's Atmos Energy position peaked at $273K in Q2 2023.
  • 666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.