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Shine Investment Advisory Services’s Atmos Energy ATO Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$43K Hold
448
– – 0.01% 318
2020
Q2 		$45K Hold
448
– – 0.02% 310
2020
Q1 		$44K Hold
448
– – 0.02% 284
2019
Q4 		$50K Hold
448
– – 0.02% 318
2019
Q3 		$51K Hold
448
– – 0.02% 298
2019
Q2 		$47K Buy
+448
New +$45.9K 0.02% 315

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shine Investment Advisory Services's ATO Position: Q3 2020 in Review

Shine Investment Advisory Services held its Atmos Energy (ATO) position steady in Q3 2020 at 448 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #318.

Shine Investment Advisory Services first reported a position in ATO in Q2 2019 and has held it in 6 quarters since. The position peaked at $51K in Q3 2019. 534 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

  • Shine Investment Advisory Services held 448 shares of Atmos Energy worth $43K as of Q3 2020.
  • Shine Investment Advisory Services left its Atmos Energy share count unchanged in Q3 2020.
  • Atmos Energy made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #318 holding.
  • Shine Investment Advisory Services first reported a position in Atmos Energy in Q2 2019 and has held it in 6 quarters since.
  • Shine Investment Advisory Services's Atmos Energy position peaked at $51K in Q3 2019.
  • 534 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.