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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% 813
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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

SOA Wealth Advisors's ATO Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Atmos Energy (ATO) in Q2 2024, closing a stake of 3 shares — an estimated $357 sold.

SOA Wealth Advisors first reported a position in ATO in Q4 2020 and held it in 14 quarters. The position peaked at $3K in Q1 2022. 734 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

  • SOA Wealth Advisors reported no remaining Atmos Energy position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 3 Atmos Energy shares in Q2 2024, an estimated $357.
  • SOA Wealth Advisors first reported a position in Atmos Energy in Q4 2020 and held it in 14 quarters.
  • SOA Wealth Advisors's Atmos Energy position peaked at $3K in Q1 2022.
  • 734 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.