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Valeo Financial Advisors’s Atmos Energy ATO Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-250
Closed -$25K – 618
2021
Q1 		$25K Hold
250
– – ﹤0.01% 1089
2020
Q4 		$24K Hold
250
– – ﹤0.01% 979
2020
Q3 		$24K Sell
250
-30
-11% -$3K ﹤0.01% 874
2020
Q2 		$28K Buy
280
+13
+5% +$1.31K ﹤0.01% 936
2020
Q1 		$28K Buy
267
+17
+7% +$1.87K ﹤0.01% 782
2019
Q4 		$28K Hold
250
– – ﹤0.01% 835
2019
Q3 		$28K Hold
250
– – ﹤0.01% 758
2019
Q2 		$26K Sell
250
-15
-6% -$1.54K ﹤0.01% 772
2019
Q1 		$27K Buy
265
+250
+1,667% +$24.4K ﹤0.01% 692
2018
Q4 		$1K Hold
15
– – ﹤0.01% 1358
2018
Q3 		$1K Buy
+15
New +$1.38K ﹤0.01% 1582

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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Valeo Financial Advisors's ATO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Atmos Energy (ATO) in Q2 2021, closing a stake of 250 shares — an estimated $25K sold.

Valeo Financial Advisors first reported a position in ATO in Q3 2018 and held it in 11 quarters. The position peaked at $28K in Q2 2020. 548 funds tracked by Wall St. Rank hold ATO as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Atmos Energy position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 250 Atmos Energy shares in Q2 2021, an estimated $25K.
  • Valeo Financial Advisors first reported a position in Atmos Energy in Q3 2018 and held it in 11 quarters.
  • Valeo Financial Advisors's Atmos Energy position peaked at $28K in Q2 2020.
  • 548 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.