Ten Capital Wealth Advisors’s Atmos Energy ATO Stock Holding History

Ten Capital 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
2023 Q2	$163K	Buy	1,403 +3	+0.2%	+$347	0.05%	147
2023 Q1	$157K	Hold	1,400	–	–	0.05%	125
2022 Q4	$157K	Hold	1,400	–	–	0.06%	101
2022 Q3	$143K	Sell	1,400 -36	-3%	-$4.12K	0.07%	97
2022 Q2	$161K	Hold	1,436	–	–	0.07%	88
2022 Q1	$172K	Buy	+1,436	New	+$157K	0.07%	89

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ten Capital Wealth Advisors's ATO Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Atmos Energy (ATO) stake by 0.21% in Q2 2023, buying an estimated $347 and bringing the position to 1,403 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #147.

Ten Capital Wealth Advisors first reported a position in ATO in Q1 2022 and has held it in 6 quarters since. The position peaked at $172K in Q1 2022. 672 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

Ten Capital Wealth Advisors held 1,403 shares of Atmos Energy worth $163K as of Q2 2023.
Ten Capital Wealth Advisors bought 3 Atmos Energy shares in Q2 2023, an estimated $347.
Atmos Energy made up 0.05% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #147 holding.
Ten Capital Wealth Advisors first reported a position in Atmos Energy in Q1 2022 and has held it in 6 quarters since.
Ten Capital Wealth Advisors's Atmos Energy position peaked at $172K in Q1 2022.
672 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.