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Sargent Bickham Lagudis’s Atmos Energy ATO Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$56.7K Buy
506
+3
+0.6% +$330 ﹤0.01% 424
2022
Q3 		$51K Buy
503
+3
+0.6% +$344 ﹤0.01% 406
2022
Q2 		$56K Buy
500
+3
+0.6% +$344 ﹤0.01% 398
2022
Q1 		$59K Buy
497
+3
+0.6% +$328 ﹤0.01% 420
2021
Q4 		$52K Buy
494
+3
+0.6% +$284 ﹤0.01% 439
2021
Q3 		$43K Buy
491
+3
+0.6% +$290 ﹤0.01% 471
2021
Q2 		$47K Buy
488
+3
+0.6% +$301 ﹤0.01% 462
2021
Q1 		$48K Sell
485
-136
-22% -$12.4K ﹤0.01% 441
2020
Q4 		$59K Buy
621
+140
+29% +$13.5K 0.01% 396
2020
Q3 		$46K Sell
481
-3
-0.6% -$299 ﹤0.01% 391
2020
Q2 		$48K Buy
484
+3
+0.6% +$303 0.01% 359
2020
Q1 		$48K Buy
481
+3
+0.6% +$330 0.01% 347
2019
Q4 		$54K Buy
478
+2
+0.4% +$219 0.01% 369
2019
Q3 		$54K Buy
476
+3
+0.6% +$328 0.01% 339
2019
Q2 		$50K Sell
473
-98
-17% -$10K 0.01% 368
2019
Q1 		$59K Buy
571
+2
+0.4% +$195 0.01% 353
2018
Q4 		$53K Buy
569
+3
+0.5% +$287 0.01% 349
2018
Q3 		$53K Buy
566
+2
+0.4% +$185 0.01% 351
2018
Q2 		$51K Buy
564
+3
+0.5% +$260 0.01% 351
2018
Q1 		$47K Buy
561
+3
+0.5% +$244 0.01% 367
2017
Q4 		$48K Buy
558
+2
+0.4% +$176 0.01% 375
2017
Q3 		$47K Buy
556
+2
+0.4% +$172 0.01% 374
2017
Q2 		$46K Buy
554
+3
+0.5% +$246 0.01% 369
2017
Q1 		$44K Sell
551
-389
-41% -$29.9K 0.01% 378
2016
Q4 		$70K Sell
940
-534
-36% -$38.6K 0.01% 292
2016
Q3 		$110K Buy
1,474
+1,030
+232% +$79.3K 0.02% 260
2016
Q2 		$36K Buy
444
+3
+0.7% +$222 0.01% 381
2016
Q1 		$33K Buy
+441
New +$30.3K 0.01% 422

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 $3.37T AUM 44.26% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sargent Bickham Lagudis's ATO Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Atmos Energy (ATO) stake by 0.6% in Q4 2022, buying an estimated $330 and bringing the position to 506 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Sargent Bickham Lagudis first reported a position in ATO in Q1 2016 and has held it in 28 quarters since. The position peaked at $110K in Q3 2016. 661 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

  • Sargent Bickham Lagudis held 506 shares of Atmos Energy worth $56.7K as of Q4 2022.
  • Sargent Bickham Lagudis bought 3 Atmos Energy shares in Q4 2022, an estimated $330.
  • Atmos Energy made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #424 holding.
  • Sargent Bickham Lagudis first reported a position in Atmos Energy in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Atmos Energy position peaked at $110K in Q3 2016.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.