RVW Wealth’s Atmos Energy ATO Stock Holding History

RVW Wealth’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 Q4	–	Sell	-300	Closed	-$31.8K	–	157
2023 Q3	$31.8K	Buy	+300	New	+$35K	﹤0.01%	278

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RVW Wealth's ATO Position: Q4 2023 in Review

RVW Wealth sold out of Atmos Energy (ATO) in Q4 2023, closing a stake of 300 shares — an estimated $31.8K sold.

RVW Wealth first reported a position in ATO in Q3 2023 and held it in 1 quarter. The position peaked at $31.8K in Q3 2023. 721 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

RVW Wealth reported no remaining Atmos Energy position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 300 Atmos Energy shares in Q4 2023, an estimated $31.8K.
RVW Wealth first reported a position in Atmos Energy in Q3 2023 and held it in 1 quarter.
RVW Wealth's Atmos Energy position peaked at $31.8K in Q3 2023.
721 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.