Atwood & Palmer’s Atmos Energy ATO Stock Holding History

Atwood & Palmer’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
2021 Q2	–	Sell	-146	Closed	-$14K	–	413
2021 Q1	$14K	Hold	146	–	–	﹤0.01%	321
2020 Q4	$14K	Hold	146	–	–	﹤0.01%	299
2020 Q3	$14K	Buy	+146	New	+$14.6K	﹤0.01%	252

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Atwood & Palmer's ATO Position: Q2 2021 in Review

Atwood & Palmer sold out of Atmos Energy (ATO) in Q2 2021, closing a stake of 146 shares — an estimated $14K sold.

Atwood & Palmer first reported a position in ATO in Q3 2020 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 547 funds tracked by Wall St. Rank hold ATO as of Q2 2021.

Atwood & Palmer reported no remaining Atmos Energy position as of Q2 2021 after selling out during the quarter.
Atwood & Palmer sold 146 Atmos Energy shares in Q2 2021, an estimated $14K.
Atwood & Palmer first reported a position in Atmos Energy in Q3 2020 and held it in 3 quarters.
Atwood & Palmer's Atmos Energy position peaked at $14K in Q1 2021.
547 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2021.

Based on Atwood & Palmer's 13F filing for Q2 2021, filed 26 Jul 2021.