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Wealthspire Advisors (Maryland)’s Atmos Energy ATO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-163
Closed -$17K – 577
2019
Q1 		$17K Buy
163
+7
+4% +$682 ﹤0.01% 1330
2018
Q4 		$14K Buy
156
+62
+66% +$5.93K ﹤0.01% 1337
2018
Q3 		$9K Buy
94
+6
+7% +$554 ﹤0.01% 1547
2018
Q2 		$8K Sell
88
-52
-37% -$4.5K ﹤0.01% 1609
2018
Q1 		$12K Sell
140
-30
-18% -$2.44K ﹤0.01% 1483
2017
Q4 		$15K Buy
170
+53
+45% +$4.66K ﹤0.01% 1420
2017
Q3 		$10K Sell
117
-6
-5% -$517 ﹤0.01% 1564
2017
Q2 		$10K Buy
123
+51
+71% +$4.18K ﹤0.01% 1517
2017
Q1 		$6K Sell
72
-361
-83% -$27.7K ﹤0.01% 1475
2016
Q4 		$32K Hold
433
– – ﹤0.01% 884
2016
Q3 		$32K Hold
433
– – 0.01% 906
2016
Q2 		$35K Sell
433
-325
-43% -$24.1K 0.01% 816
2016
Q1 		$56K Buy
758
+325
+75% +$22.3K 0.01% 675
2015
Q4 		$27K Buy
+433
New +$26.6K 0.01% 875

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
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

Wealthspire Advisors (Maryland)'s ATO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Atmos Energy (ATO) in Q2 2019, closing a stake of 163 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in ATO in Q4 2015 and held it in 14 quarters. The position peaked at $56K in Q1 2016. 503 funds tracked by Wall St. Rank hold ATO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Atmos Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 163 Atmos Energy shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in Atmos Energy in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Atmos Energy position peaked at $56K in Q1 2016.
  • 503 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.