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 $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

44 Wealth Management's ATO Position: Q4 2024 in Review

44 Wealth Management sold out of Atmos Energy (ATO) in Q4 2024, closing a stake of 2,175 shares — an estimated $311K sold.

44 Wealth Management first reported a position in ATO in Q4 2020 and held it in 12 quarters. The position peaked at $6.26M in Q1 2022. 817 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

44 Wealth Management reported no remaining Atmos Energy position as of Q4 2024 after selling out during the quarter.
44 Wealth Management sold 2,175 Atmos Energy shares in Q4 2024, an estimated $311K.
44 Wealth Management first reported a position in Atmos Energy in Q4 2020 and held it in 12 quarters.
44 Wealth Management's Atmos Energy position peaked at $6.26M in Q1 2022.
817 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on 44 Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.