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Tiedemann Advisors’s Atmos Energy ATO Stock Holding History

Tiedemann 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
Q1 		– Sell
-7,937
Closed -$890K – 248
2022
Q4 		$890K Hold
7,937
– – 0.04% 125
2022
Q3 		$808K Buy
+7,937
New +$909K 0.05% 123
2020
Q4 		– Sell
-48,185
Closed -$4.61M – 317
2020
Q3 		$4.61M Sell
48,185
-4,013
-8% -$401K 0.22% 64
2020
Q2 		$5.2M Buy
52,198
+32,050
+159% +$3.23M 0.28% 57
2020
Q1 		$2M Buy
20,148
+9,994
+98% +$1.1M 0.13% 102
2019
Q4 		$1.14M Sell
10,154
-510
-5% -$55.9K 0.05% 152
2019
Q3 		$1.21M Buy
10,664
+280
+3% +$30.6K 0.06% 155
2019
Q2 		$1.1M Sell
10,384
-2,901
-22% -$297K 0.05% 147
2019
Q1 		$1.37M Sell
13,285
-23
-0.2% -$2.24K 0.06% 177
2018
Q4 		$1.23M Buy
13,308
+1,824
+16% +$174K 0.06% 180
2018
Q3 		$1.08M Buy
11,484
+100
+0.9% +$9.23K 0.06% 161
2018
Q2 		$1.03M Sell
11,384
-14,270
-56% -$1.24M 0.07% 163
2018
Q1 		$2.16M Buy
25,654
+6,170
+32% +$502K 0.15% 87
2017
Q4 		$1.67M Buy
19,484
+3,070
+19% +$270K 0.13% 87
2017
Q3 		$33.2M Buy
16,414
+271
+2% +$23.4K 2.98% 6
2017
Q2 		$1.34M Sell
16,143
-2,004
-11% -$164K 0.1% 163
2017
Q1 		$1.43M Sell
18,147
-2,677
-13% -$205K 0.12% 144
2016
Q4 		$1.54M Buy
+20,824
New +$1.5M 0.15% 111
2016
Q3 		– Sell
-840
Closed -$68K – 126
2016
Q2 		$68K Sell
840
-1,960
-70% -$145K 0.07% 55
2016
Q1 		$208K Buy
+2,800
New +$192K 0.16% 55

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors's ATO Position: Q1 2023 in Review

Tiedemann Advisors sold out of Atmos Energy (ATO) in Q1 2023, closing a stake of 7,937 shares — an estimated $890K sold.

Tiedemann Advisors first reported a position in ATO in Q1 2016 and held it in 20 quarters. The position peaked at $33.2M in Q3 2017. 661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

  • Tiedemann Advisors reported no remaining Atmos Energy position as of Q1 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 7,937 Atmos Energy shares in Q1 2023, an estimated $890K.
  • Tiedemann Advisors first reported a position in Atmos Energy in Q1 2016 and held it in 20 quarters.
  • Tiedemann Advisors's Atmos Energy position peaked at $33.2M in Q3 2017.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.