44 Wealth Management’s Atmos Energy ATO Stock Holding History

44 Wealth 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
2024 Q4	–	Sell	-2,175	Closed	-$311K	–	190
2024 Q3	$311K	Buy	+2,175	New	+$279K	0.11%	167
2023 Q2	$6.21M	Sell	53,378 -677	-1%	-$78.4K	2.12%	5
2023 Q1	$6.07M	Buy	54,055 +1,310	+2%	+$149K	2.06%	9
2022 Q4	$5.91M	Buy	52,745 +168	+0.3%	+$18.5K	2.04%	10
2022 Q3	$5.36M	Sell	52,577 -22	-0%	-$2.52K	2.2%	10
2022 Q2	$5.9M	Buy	52,599 +210	+0.4%	+$24.1K	2.28%	10
2022 Q1	$6.26M	Sell	52,389 -579	-1%	-$63.2K	2.26%	9
2021 Q4	$5.55M	Buy	52,968 +1,167	+2%	+$111K	1.93%	14
2021 Q3	$4.57M	Buy	51,801 +553	+1%	+$53.5K	1.75%	13
2021 Q2	$4.92M	Sell	51,248 -1,716	-3%	-$172K	1.89%	11
2021 Q1	$5.24M	Buy	52,964 +2,782	+6%	+$253K	2.19%	10
2020 Q4	$4.79M	Buy	+50,182	New	+$4.84M	2.18%	9

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return