Bartlett & Co’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $445K | Sell |
3,836
-220
| -5% | -$24.6K | 0.01% | 363 |
|
|
2023
Q3 | $430K | Buy |
4,056
+56
| +1% | +$6.53K | 0.01% | 356 |
|
|
2023
Q2 | $465K | Buy |
+4,000
| New | +$463K | 0.01% | 352 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$44K | – | 435 |
|
|
2021
Q3 | $44K | Hold |
500
| – | – | ﹤0.01% | 526 |
|
|
2021
Q2 | $48K | Hold |
500
| – | – | ﹤0.01% | 515 |
|
|
2021
Q1 | $49K | Sell |
500
-264
| -35% | -$24K | ﹤0.01% | 541 |
|
|
2020
Q4 | $73K | Buy |
764
+264
| +53% | +$25.5K | ﹤0.01% | 471 |
|
|
2020
Q3 | $48K | Hold |
500
| – | – | ﹤0.01% | 505 |
|
|
2020
Q2 | $50K | Sell |
500
-145
| -22% | -$14.6K | ﹤0.01% | 496 |
|
|
2020
Q1 | $64K | Buy |
+645
| New | +$70.9K | ﹤0.01% | 420 |
|
|
2019
Q3 | $68K | Hold |
600
| – | – | ﹤0.01% | 460 |
|
|
2019
Q2 | $63K | Hold |
600
| – | – | ﹤0.01% | 397 |
|
|
2019
Q1 | $62K | Hold |
600
| – | – | ﹤0.01% | 388 |
|
|
2018
Q4 | $56K | Hold |
600
| – | – | ﹤0.01% | 398 |
|
|
2018
Q3 | $56K | Hold |
600
| – | – | ﹤0.01% | 419 |
|
|
2018
Q2 | $54K | Hold |
600
| – | – | ﹤0.01% | 412 |
|
|
2018
Q1 | $51K | Hold |
600
| – | – | ﹤0.01% | 423 |
|
|
2017
Q4 | $52K | Sell |
600
-100
| -14% | -$8.79K | ﹤0.01% | 428 |
|
|
2017
Q3 | $59K | Hold |
700
| – | – | ﹤0.01% | 413 |
|
|
2017
Q2 | $58K | Hold |
700
| – | – | ﹤0.01% | 417 |
|
|
2017
Q1 | $55K | Sell |
700
-300
| -30% | -$23K | ﹤0.01% | 421 |
|
|
2016
Q4 | $74K | Hold |
1,000
| – | – | ﹤0.01% | 361 |
|
|
2016
Q3 | $74K | Hold |
1,000
| – | – | ﹤0.01% | 353 |
|
|
2016
Q2 | $81K | Hold |
1,000
| – | – | ﹤0.01% | 343 |
|
|
2016
Q1 | $74K | Hold |
1,000
| – | – | ﹤0.01% | 352 |
|
|
2015
Q4 | $63K | Hold |
1,000
| – | – | ﹤0.01% | 392 |
|
|
2015
Q3 | $58K | Hold |
1,000
| – | – | ﹤0.01% | 392 |
|
|
2015
Q2 | $51K | Hold |
1,000
| – | – | ﹤0.01% | 429 |
|
|
2015
Q1 | $55K | Hold |
1,000
| – | – | ﹤0.01% | 419 |
|
|
2014
Q4 | $56K | Hold |
1,000
| – | – | ﹤0.01% | 413 |
|
|
2014
Q3 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 435 |
|
|
2014
Q2 | $53K | Hold |
1,000
| – | – | ﹤0.01% | 432 |
|
|
2014
Q1 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 438 |
|
|
2013
Q4 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 418 |
|
|
2013
Q3 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 422 |
|
|
2013
Q2 | $41K | Buy |
+1,000
| New | +$42.6K | ﹤0.01% | 418 |
|
Other funds holding ATO
Bartlett & Co's ATO Position: Q4 2023 in Review
Bartlett & Co reduced its Atmos Energy (ATO) stake by 5.4% in Q4 2023, selling an estimated $24.6K and leaving 3,836 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #363.
Bartlett & Co first reported a position in ATO in Q2 2013 and has held it in 36 quarters since. The position peaked at $465K in Q2 2023. 721 funds tracked by Wall St. Rank hold ATO as of Q4 2023.
- Bartlett & Co held 3,836 shares of Atmos Energy worth $445K as of Q4 2023.
- Bartlett & Co sold 220 Atmos Energy shares in Q4 2023, an estimated $24.6K.
- Atmos Energy made up 0.01% of Bartlett & Co's portfolio in Q4 2023, its #363 holding.
- Bartlett & Co first reported a position in Atmos Energy in Q2 2013 and has held it in 36 quarters since.
- Bartlett & Co's Atmos Energy position peaked at $465K in Q2 2023.
- 721 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.
Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.