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Strategic Financial Concepts’s Atmos Energy ATO Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-25,263
Closed -$5.1K – 271
2024
Q2 		$5.1K Buy
+25,263
New +$2.94M ﹤0.01% 477

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Strategic Financial Concepts's ATO Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Atmos Energy (ATO) in Q3 2024, closing a stake of 25,263 shares — an estimated $5.1K sold.

Strategic Financial Concepts first reported a position in ATO in Q2 2024 and held it in 1 quarter. The position peaked at $5.1K in Q2 2024. 755 funds tracked by Wall St. Rank hold ATO as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Atmos Energy position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 25,263 Atmos Energy shares in Q3 2024, an estimated $5.1K.
  • Strategic Financial Concepts first reported a position in Atmos Energy in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Atmos Energy position peaked at $5.1K in Q2 2024.
  • 755 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.