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West Paces Advisors’s Atmos Energy ATO Stock Holding History

West Paces 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
2024
Q1 		– Sell
-6
Closed -$695 – 591
2023
Q4 		$695 Buy
+6
New +$670 ﹤0.01% 534
2023
Q3 		– Sell
-49
Closed -$5.7K – 528
2023
Q2 		$5.7K Hold
49
– – ﹤0.01% 415
2023
Q1 		$5.51K Buy
+49
New +$5.57K ﹤0.01% 419

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Paces Advisors's ATO Position: Q1 2024 in Review

West Paces Advisors sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 6 shares — an estimated $695 sold.

West Paces Advisors first reported a position in ATO in Q1 2023 and held it in 3 quarters. The position peaked at $5.7K in Q2 2023. 731 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • West Paces Advisors reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
  • West Paces Advisors sold 6 Atmos Energy shares in Q1 2024, an estimated $695.
  • West Paces Advisors first reported a position in Atmos Energy in Q1 2023 and held it in 3 quarters.
  • West Paces Advisors's Atmos Energy position peaked at $5.7K in Q2 2023.
  • 731 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on West Paces Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.