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Stonebridge Financial Planning Group’s Atmos Energy ATO Stock Holding History

Stonebridge Financial Planning Group’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
2022
Q1 		– Sell
-150
Closed -$16K – 133
2021
Q4 		$16K Hold
150
– – 0.01% 305
2021
Q3 		$14K Hold
150
– – 0.01% 317
2021
Q2 		$15K Hold
150
– – 0.01% 323
2021
Q1 		$15K Hold
150
– – 0.01% 326
2020
Q4 		$14K Sell
150
-50
-25% -$4.82K 0.01% 300
2020
Q3 		$19K Hold
200
– – 0.01% 268
2020
Q2 		$20K Hold
200
– – 0.02% 266
2020
Q1 		$21K Hold
200
– – 0.02% 238
2019
Q4 		$22K Buy
+200
New +$21.9K 0.02% 233

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 $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Stonebridge Financial Planning Group's ATO Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Atmos Energy (ATO) in Q1 2022, closing a stake of 150 shares — an estimated $16K sold.

Stonebridge Financial Planning Group first reported a position in ATO in Q4 2019 and held it in 9 quarters. The position peaked at $22K in Q4 2019. 607 funds tracked by Wall St. Rank hold ATO as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Atmos Energy position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 150 Atmos Energy shares in Q1 2022, an estimated $16K.
  • Stonebridge Financial Planning Group first reported a position in Atmos Energy in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Atmos Energy position peaked at $22K in Q4 2019.
  • 607 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.