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WealthShield Partners’s Atmos Energy ATO Stock Holding History

WealthShield Partners’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
-132
Closed -$13K – 790
2021
Q1 		$13K Buy
+132
New +$12K ﹤0.01% 752
2020
Q2 		– Sell
-2,406
Closed -$239K – 321
2020
Q1 		$239K Buy
+2,406
New +$265K 0.15% 136

Other funds holding ATO

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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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

WealthShield Partners's ATO Position: Q2 2021 in Review

WealthShield Partners sold out of Atmos Energy (ATO) in Q2 2021, closing a stake of 132 shares — an estimated $13K sold.

WealthShield Partners first reported a position in ATO in Q1 2020 and held it in 2 quarters. The position peaked at $239K in Q1 2020. 548 funds tracked by Wall St. Rank hold ATO as of Q2 2021.

  • WealthShield Partners reported no remaining Atmos Energy position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 132 Atmos Energy shares in Q2 2021, an estimated $13K.
  • WealthShield Partners first reported a position in Atmos Energy in Q1 2020 and held it in 2 quarters.
  • WealthShield Partners's Atmos Energy position peaked at $239K in Q1 2020.
  • 548 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.