SCA
ATO icon

Spearhead Capital Advisors’s Atmos Energy ATO Stock Holding History

Spearhead Capital 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
2020
Q1 		– Sell
-2,041
Closed -$228K – 108
2019
Q4 		$228K Hold
2,041
– – 0.06% 96
2019
Q3 		$232K Hold
2,041
– – 0.06% 84
2019
Q2 		$215K Buy
+2,041
New +$209K 0.06% 91

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Spearhead Capital Advisors's ATO Position: Q1 2020 in Review

Spearhead Capital Advisors sold out of Atmos Energy (ATO) in Q1 2020, closing a stake of 2,041 shares — an estimated $228K sold.

Spearhead Capital Advisors first reported a position in ATO in Q2 2019 and held it in 3 quarters. The position peaked at $232K in Q3 2019. 552 funds tracked by Wall St. Rank hold ATO as of Q1 2020.

  • Spearhead Capital Advisors reported no remaining Atmos Energy position as of Q1 2020 after selling out during the quarter.
  • Spearhead Capital Advisors sold 2,041 Atmos Energy shares in Q1 2020, an estimated $228K.
  • Spearhead Capital Advisors first reported a position in Atmos Energy in Q2 2019 and held it in 3 quarters.
  • Spearhead Capital Advisors's Atmos Energy position peaked at $232K in Q3 2019.
  • 552 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2020.

Based on Spearhead Capital Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.