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Worth Asset Management’s Atmos Energy ATO Stock Holding History

Worth Asset Management’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
Q3 		– Sell
-70
Closed -$8.14K – 116
2023
Q2 		$8.14K Hold
70
– – 0.01% 325
2023
Q1 		$7.87K Hold
70
– – 0.01% 339
2022
Q4 		$7.84K Hold
70
– – 0.01% 325
2022
Q3 		$7K Hold
70
– – 0.01% 308
2022
Q2 		$8K Hold
70
– – 0.01% 366
2022
Q1 		$8K Buy
+70
New +$7.64K 0.01% 359

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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

Worth Asset Management's ATO Position: Q3 2023 in Review

Worth Asset Management sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 70 shares — an estimated $8.14K sold.

Worth Asset Management first reported a position in ATO in Q1 2022 and held it in 6 quarters. The position peaked at $8.14K in Q2 2023. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

  • Worth Asset Management reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 70 Atmos Energy shares in Q3 2023, an estimated $8.14K.
  • Worth Asset Management first reported a position in Atmos Energy in Q1 2022 and held it in 6 quarters.
  • Worth Asset Management's Atmos Energy position peaked at $8.14K in Q2 2023.
  • 666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.