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Wipfli Financial Advisors’s Atmos Energy ATO Stock Holding History

Wipfli Financial 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
2022
Q3 		$199K Buy
+1,952
New +$224K 0.01% 453

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

Wipfli Financial Advisors's ATO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Atmos Energy (ATO) in Q3 2022: 1,952 shares worth $199K. The stake represents 0.01% of the portfolio and ranks #453 among its holdings.

629 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

  • Wipfli Financial Advisors held 1,952 shares of Atmos Energy worth $199K as of Q3 2022.
  • Atmos Energy was a new Wipfli Financial Advisors position in Q3 2022.
  • Atmos Energy made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #453 holding.
  • 629 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.