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San Luis Wealth Advisors’s Atmos Energy ATO Stock Holding History

San Luis 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
2022
Q2 		– Sell
-6,918
Closed -$725K – 90
2022
Q1 		$725K Hold
6,918
– – 0.35% 64
2021
Q4 		$725K Sell
6,918
-7,325
-51% -$694K 0.74% 35
2021
Q3 		$1.26M Buy
+14,243
New +$1.38M 0.7% 42

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State Street
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

San Luis Wealth Advisors's ATO Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Atmos Energy (ATO) in Q2 2022, closing a stake of 6,918 shares — an estimated $725K sold.

San Luis Wealth Advisors first reported a position in ATO in Q3 2021 and held it in 3 quarters. The position peaked at $1.26M in Q3 2021. 618 funds tracked by Wall St. Rank hold ATO as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Atmos Energy position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 6,918 Atmos Energy shares in Q2 2022, an estimated $725K.
  • San Luis Wealth Advisors first reported a position in Atmos Energy in Q3 2021 and held it in 3 quarters.
  • San Luis Wealth Advisors's Atmos Energy position peaked at $1.26M in Q3 2021.
  • 618 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.