AGF Investments LLC’s Atmos Energy ATO Stock Holding History

AGF Investments LLC’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	$15K	Sell	147 -1,089	-88%	-$125K	﹤0.01%	259
2022 Q2	$139K	Buy	+1,236	New	+$142K	0.01%	245
2021 Q3	–	Sell	-360	Closed	-$35K	–	426
2021 Q2	$35K	Sell	360 -6,586	-95%	-$660K	﹤0.01%	369
2021 Q1	$687K	Sell	6,946 -728	-9%	-$66.3K	0.08%	98
2020 Q4	$732K	Sell	7,674 -6,290	-45%	-$607K	0.09%	214
2020 Q3	$1.33M	Buy	13,964 +1,978	+17%	+$197K	0.15%	128
2020 Q2	$1.19M	Buy	11,986 +11,821	+7,164%	+$1.19M	0.12%	197
2020 Q1	$16K	Sell	165 -8,037	-98%	-$884K	﹤0.01%	443
2019 Q4	$917K	Buy	8,202 +7,775	+1,821%	+$853K	0.17%	160
2019 Q3	$49K	Sell	427 -27	-6%	-$2.95K	0.01%	397
2019 Q2	$48K	Buy	+454	New	+$46.5K	0.01%	407
2018 Q2	–	Sell	-378	Closed	-$33K	–	830
2018 Q1	$33K	Buy	+378	New	+$30.8K	0.01%	380

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGF Investments LLC's ATO Position: Q3 2022 in Review

AGF Investments LLC reduced its Atmos Energy (ATO) stake by 88% in Q3 2022, selling an estimated $125K and leaving 147 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

AGF Investments LLC first reported a position in ATO in Q1 2018 and has held it in 12 quarters since. The position peaked at $1.33M in Q3 2020. 630 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

AGF Investments LLC held 147 shares of Atmos Energy worth $15K as of Q3 2022.
AGF Investments LLC sold 1,089 Atmos Energy shares in Q3 2022, an estimated $125K.
Atmos Energy made up ﹤0.01% of AGF Investments LLC's portfolio in Q3 2022, its #259 holding.
AGF Investments LLC first reported a position in Atmos Energy in Q1 2018 and has held it in 12 quarters since.
AGF Investments LLC's Atmos Energy position peaked at $1.33M in Q3 2020.
630 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.