Values First Advisors’s Atmos Energy ATO Stock Holding History

Values First 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	–	Sell	-23	Closed	-$2.58K	–	181
2023 Q1	$2.58K	Buy	+23	New	+$2.62K	﹤0.01%	298

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

Values First Advisors's ATO Position: Q2 2023 in Review

Values First Advisors sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 23 shares — an estimated $2.58K sold.

Values First Advisors first reported a position in ATO in Q1 2023 and held it in 1 quarter. The position peaked at $2.58K in Q1 2023. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

Values First Advisors reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 23 Atmos Energy shares in Q2 2023, an estimated $2.58K.
Values First Advisors first reported a position in Atmos Energy in Q1 2023 and held it in 1 quarter.
Values First Advisors's Atmos Energy position peaked at $2.58K in Q1 2023.
671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.