SWA
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Sutton Wealth Advisors’s Atmos Energy ATO Stock Holding History

Sutton 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
2022
Q4 		– Sell
-1
Closed -$102 – 1660
2022
Q3 		$102 Hold
1
– – ﹤0.01% 1594
2022
Q2 		$112 Buy
+1
New +$115 ﹤0.01% 1610
2021
Q1 		– Sell
-39
Closed -$3.72K – 1256
2020
Q4 		$3.72K Hold
39
– – ﹤0.01% 1022
2020
Q3 		$3.73K Buy
39
+4
+11% +$399 ﹤0.01% 989
2020
Q2 		$3.48K Sell
35
-2
-5% -$202 ﹤0.01% 985
2020
Q1 		$3.67K Buy
37
+7
+23% +$770 ﹤0.01% 921
2019
Q4 		$3.36K Hold
30
– – ﹤0.01% 997
2019
Q3 		$3.42K Hold
30
– – ﹤0.01% 989
2019
Q2 		$3.17K Buy
30
+8
+36% +$819 ﹤0.01% 992
2019
Q1 		$2.26K Buy
+22
New +$2.14K ﹤0.01% 1027

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return