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Selective Wealth Management’s Atmos Energy ATO Stock Holding History

Selective Wealth Management’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 		– Sell
-10
Closed -$1K – 165
2022
Q3 		$1K Buy
+10
New +$1.15K ﹤0.01% 699

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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

Selective Wealth Management's ATO Position: Q4 2022 in Review

Selective Wealth Management sold out of Atmos Energy (ATO) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in ATO in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

  • Selective Wealth Management reported no remaining Atmos Energy position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 10 Atmos Energy shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Atmos Energy in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Atmos Energy position peaked at $1K in Q3 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.