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Aureus Asset Management’s Atmos Energy ATO Stock Holding History

Aureus 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
2021
Q3 		– Sell
-3,325
Closed -$320K – 211
2021
Q2 		$320K Buy
+3,325
New +$333K 0.02% 173

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MAM
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Deutsche Bank
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Invesco
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PG
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aureus Asset Management's ATO Position: Q3 2021 in Review

Aureus Asset Management sold out of Atmos Energy (ATO) in Q3 2021, closing a stake of 3,325 shares — an estimated $320K sold.

Aureus Asset Management first reported a position in ATO in Q2 2021 and held it in 1 quarter. The position peaked at $320K in Q2 2021. 535 funds tracked by Wall St. Rank hold ATO as of Q3 2021.

  • Aureus Asset Management reported no remaining Atmos Energy position as of Q3 2021 after selling out during the quarter.
  • Aureus Asset Management sold 3,325 Atmos Energy shares in Q3 2021, an estimated $320K.
  • Aureus Asset Management first reported a position in Atmos Energy in Q2 2021 and held it in 1 quarter.
  • Aureus Asset Management's Atmos Energy position peaked at $320K in Q2 2021.
  • 535 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2021.

Based on Aureus Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.