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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return