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Simplicity Solutions’s Atmos Energy ATO Stock Holding History

Simplicity Solutions’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
-1,785
Closed -$201K – 1067
2023
Q1 		$201K Buy
+1,785
New +$203K 0.01% 1020
2019
Q2 		– Sell
-2,397
Closed -$247K – 663
2019
Q1 		$247K Sell
2,397
-125
-5% -$12.2K 0.01% 608
2018
Q4 		$234K Buy
+2,522
New +$241K 0.03% 523

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 $3.38T AUM 44.17% 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

Simplicity Solutions's ATO Position: Q2 2023 in Review

Simplicity Solutions sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 1,785 shares — an estimated $201K sold.

Simplicity Solutions first reported a position in ATO in Q4 2018 and held it in 3 quarters. The position peaked at $247K in Q1 2019. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

  • Simplicity Solutions reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 1,785 Atmos Energy shares in Q2 2023, an estimated $201K.
  • Simplicity Solutions first reported a position in Atmos Energy in Q4 2018 and held it in 3 quarters.
  • Simplicity Solutions's Atmos Energy position peaked at $247K in Q1 2019.
  • 671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.