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Waddell & Reed Financial’s Atmos Energy ATO Stock Holding History

Waddell & Reed Financial’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
2020
Q4 		– Sell
-74,504
Closed -$7.12M – 484
2020
Q3 		$7.12M Buy
74,504
+16,758
+29% +$1.67M 0.02% 412
2020
Q2 		$5.75M Buy
57,746
+5,947
+11% +$600K 0.01% 414
2020
Q1 		$5.14M Buy
+51,799
New +$5.7M 0.02% 390

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waddell & Reed Financial's ATO Position: Q4 2020 in Review

Waddell & Reed Financial sold out of Atmos Energy (ATO) in Q4 2020, closing a stake of 74,504 shares — an estimated $7.12M sold.

Waddell & Reed Financial first reported a position in ATO in Q1 2020 and held it in 3 quarters. The position peaked at $7.12M in Q3 2020. 561 funds tracked by Wall St. Rank hold ATO as of Q4 2020.

  • Waddell & Reed Financial reported no remaining Atmos Energy position as of Q4 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 74,504 Atmos Energy shares in Q4 2020, an estimated $7.12M.
  • Waddell & Reed Financial first reported a position in Atmos Energy in Q1 2020 and held it in 3 quarters.
  • Waddell & Reed Financial's Atmos Energy position peaked at $7.12M in Q3 2020.
  • 561 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2020.

Based on Waddell & Reed Financial's 13F filing for Q4 2020, filed 12 Feb 2021.