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Wealthstar Advisors’s Atmos Energy ATO Stock Holding History

Wealthstar Advisors’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
Q2 		– Sell
-3,326
Closed -$374K – 82
2023
Q1 		$374K Hold
3,326
– – 0.14% 63
2022
Q4 		$373K Hold
3,326
– – 0.17% 60
2022
Q3 		$338K Buy
+3,326
New +$381K 0.16% 65

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

Wealthstar Advisors's ATO Position: Q2 2023 in Review

Wealthstar Advisors sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 3,326 shares — an estimated $374K sold.

Wealthstar Advisors first reported a position in ATO in Q3 2022 and held it in 3 quarters. The position peaked at $374K in Q1 2023. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

  • Wealthstar Advisors reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
  • Wealthstar Advisors sold 3,326 Atmos Energy shares in Q2 2023, an estimated $374K.
  • Wealthstar Advisors first reported a position in Atmos Energy in Q3 2022 and held it in 3 quarters.
  • Wealthstar Advisors's Atmos Energy position peaked at $374K in Q1 2023.
  • 671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Wealthstar Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.