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Schubert & Co’s Atmos Energy ATO Stock Holding History

Schubert & Co’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
Q2 		– Sell
-33
Closed -$3.71K – 145
2023
Q1 		$3.71K Buy
33
+1
+3% +$114 ﹤0.01% 599
2022
Q4 		$3.59K Sell
32
-6
-16% -$660 ﹤0.01% 566
2022
Q3 		$4K Buy
38
+7
+23% +$802 ﹤0.01% 456
2022
Q2 		$3K Buy
31
+15
+94% +$1.72K ﹤0.01% 529
2022
Q1 		$2K Buy
16
+4
+33% +$437 ﹤0.01% 344
2021
Q4 		$1K Buy
+12
New +$1.14K ﹤0.01% 517

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schubert & Co's ATO Position: Q2 2023 in Review

Schubert & Co sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 33 shares — an estimated $3.71K sold.

Schubert & Co first reported a position in ATO in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

  • Schubert & Co reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 33 Atmos Energy shares in Q2 2023, an estimated $3.71K.
  • Schubert & Co first reported a position in Atmos Energy in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Atmos Energy position peaked at $4K in Q3 2022.
  • 671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.