SOA Wealth Advisors’s Atmos Energy ATO Stock Holding History

SOA Wealth Advisors’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
2024 Q2	–	Sell	-3	Closed	-$357	–	854
2024 Q1	$357	Hold	3	–	–	﹤0.01%	825
2023 Q4	$348	Hold	3	–	–	﹤0.01%	819
2023 Q3	$318	Hold	3	–	–	﹤0.01%	849
2023 Q2	$349	Hold	3	–	–	﹤0.01%	848
2023 Q1	$337	Hold	3	–	–	﹤0.01%	869
2022 Q4	$336	Hold	3	–	–	﹤0.01%	871
2022 Q3	$0	Sell	3 -5	-63%	-$573	﹤0.01%	821
2022 Q2	$0	Sell	8 -22	-73%	-$2.52K	﹤0.01%	814
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	741
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	714
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	776
2021 Q2	$2K	Buy	30 +22	+275%	+$2.21K	﹤0.01%	755
2021 Q1	$0	Buy	8 +1	+14%	+$91	﹤0.01%	808
2020 Q4	$0	Buy	+7	New	+$675	﹤0.01%	788

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return