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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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sutton Wealth Advisors's ATO Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Atmos Energy (ATO) in Q4 2022, closing a stake of 1 share — an estimated $102 sold.

Sutton Wealth Advisors first reported a position in ATO in Q1 2019 and held it in 10 quarters. The position peaked at $3.73K in Q3 2020. 661 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

  • Sutton Wealth Advisors reported no remaining Atmos Energy position as of Q4 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1 Atmos Energy share in Q4 2022, an estimated $102.
  • Sutton Wealth Advisors first reported a position in Atmos Energy in Q1 2019 and held it in 10 quarters.
  • Sutton Wealth Advisors's Atmos Energy position peaked at $3.73K in Q3 2020.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.