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VisionPoint Advisory Group’s Atmos Energy ATO Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-447
Closed -$52.1K – 275
2024
Q2 		$52.1K Sell
447
-24
-5% -$2.8K 0.02% 264
2024
Q1 		$56K Sell
471
-23
-5% -$2.64K 0.02% 253
2023
Q4 		$57.3K Buy
494
+200
+68% +$22.4K 0.02% 227
2023
Q3 		$31.1K Buy
294
+152
+107% +$17.7K 0.01% 297
2023
Q2 		$16.5K Buy
+142
New +$16.4K 0.01% 320

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VisionPoint Advisory Group's ATO Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Atmos Energy (ATO) in Q3 2024, closing a stake of 447 shares — an estimated $52.1K sold.

VisionPoint Advisory Group first reported a position in ATO in Q2 2023 and held it in 5 quarters. The position peaked at $57.3K in Q4 2023. 755 funds tracked by Wall St. Rank hold ATO as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Atmos Energy position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 447 Atmos Energy shares in Q3 2024, an estimated $52.1K.
  • VisionPoint Advisory Group first reported a position in Atmos Energy in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Atmos Energy position peaked at $57.3K in Q4 2023.
  • 755 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.