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Vident Investment Advisory’s Atmos Energy ATO Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-10,478
Closed -$1.21M – 92
2023
Q2 		$1.21M Buy
10,478
+3,584
+52% +$415K 0.04% 430
2023
Q1 		$775K Buy
6,894
+1,574
+30% +$179K 0.03% 609
2022
Q4 		$596K Sell
5,320
-190,320
-97% -$20.9M 0.02% 653
2022
Q3 		$19.6M Sell
195,640
-16,859
-8% -$1.93M 0.64% 19
2022
Q2 		$23.8M Buy
212,499
+19,715
+10% +$2.26M 0.71% 10
2022
Q1 		$23M Buy
192,784
+7,982
+4% +$872K 0.6% 28
2021
Q4 		$19.4M Buy
184,802
+16,926
+10% +$1.6M 0.5% 46
2021
Q3 		$14.8M Sell
167,876
-35,689
-18% -$3.45M 0.45% 53
2021
Q2 		$19.6M Buy
203,565
+8,586
+4% +$861K 0.59% 46
2021
Q1 		$19.3M Buy
194,979
+32,330
+20% +$2.94M 0.65% 39
2020
Q4 		$15.5M Buy
162,649
+37,436
+30% +$3.61M 0.63% 47
2020
Q3 		$12M Sell
125,213
-6,592
-5% -$658K 0.59% 45
2020
Q2 		$13.1M Buy
131,805
+11,371
+9% +$1.15M 0.69% 31
2020
Q1 		$11.9M Buy
120,434
+113,894
+1,741% +$12.5M 0.78% 21
2019
Q4 		$732K Sell
6,540
-715
-10% -$78.4K 0.05% 452
2019
Q3 		$826K Sell
7,255
-384
-5% -$42K 0.07% 208
2019
Q2 		$806K Buy
7,639
+798
+12% +$81.7K 0.06% 202
2019
Q1 		$704K Sell
6,841
-514
-7% -$50.1K 0.04% 478
2018
Q4 		$682K Sell
7,355
-5,057
-41% -$483K 0.04% 505
2018
Q3 		$1.17M Buy
12,412
+4,908
+65% +$453K 0.05% 433
2018
Q2 		$676K Buy
7,504
+314
+4% +$27.2K 0.03% 542
2018
Q1 		$609K Buy
7,190
+2,542
+55% +$207K 0.02% 528
2017
Q4 		$399K Buy
4,648
+1,088
+31% +$95.7K 0.02% 638
2017
Q3 		$298K Buy
3,560
+383
+12% +$33K 0.02% 626
2017
Q2 		$264K Buy
+3,177
New +$261K 0.02% 410

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Vident Investment Advisory's ATO Position: Q3 2023 in Review

Vident Investment Advisory sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 10,478 shares — an estimated $1.21M sold.

Vident Investment Advisory first reported a position in ATO in Q2 2017 and held it in 25 quarters. The position peaked at $23.8M in Q2 2022. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

  • Vident Investment Advisory reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 10,478 Atmos Energy shares in Q3 2023, an estimated $1.21M.
  • Vident Investment Advisory first reported a position in Atmos Energy in Q2 2017 and held it in 25 quarters.
  • Vident Investment Advisory's Atmos Energy position peaked at $23.8M in Q2 2022.
  • 666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.