Balasa Dinverno & Foltz’s Atmos Energy ATO Stock Holding History

Balasa Dinverno & Foltz’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	-2,552	Closed	-$245K	–	331
2021 Q2	$245K	Buy	+2,552	New	+$256K	0.02%	295

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

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

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

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

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

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

Balasa Dinverno & Foltz's ATO Position: Q3 2021 in Review

Balasa Dinverno & Foltz sold out of Atmos Energy (ATO) in Q3 2021, closing a stake of 2,552 shares — an estimated $245K sold.

Balasa Dinverno & Foltz first reported a position in ATO in Q2 2021 and held it in 1 quarter. The position peaked at $245K in Q2 2021. 535 funds tracked by Wall St. Rank hold ATO as of Q3 2021.

Balasa Dinverno & Foltz reported no remaining Atmos Energy position as of Q3 2021 after selling out during the quarter.
Balasa Dinverno & Foltz sold 2,552 Atmos Energy shares in Q3 2021, an estimated $245K.
Balasa Dinverno & Foltz first reported a position in Atmos Energy in Q2 2021 and held it in 1 quarter.
Balasa Dinverno & Foltz's Atmos Energy position peaked at $245K in Q2 2021.
535 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2021.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2021, filed 26 Oct 2021.