Baystate Wealth Management’s Atmos Energy ATO Stock Holding History

Baystate Wealth 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
2023 Q4	$33K	Buy	284 +2	+0.7%	+$223	﹤0.01%	454
2023 Q3	$30K	Sell	282 -9	-3%	-$1.05K	﹤0.01%	413
2023 Q2	$33.9K	Buy	291 +12	+4%	+$1.39K	﹤0.01%	386
2023 Q1	$31.4K	Buy	279 +2	+0.7%	+$227	﹤0.01%	400
2022 Q4	$31K	Buy	277 +2	+0.7%	+$220	﹤0.01%	400
2022 Q3	$28K	Buy	275 +1	+0.4%	+$115	﹤0.01%	384
2022 Q2	$31K	Buy	274 +2	+0.7%	+$229	﹤0.01%	381
2022 Q1	$33K	Buy	272 +2	+0.7%	+$218	﹤0.01%	380
2021 Q4	$28K	Buy	270 +2	+0.7%	+$190	﹤0.01%	411
2021 Q3	$24K	Buy	268 +1	+0.4%	+$97	﹤0.01%	390
2021 Q2	$26K	Buy	267 +2	+0.8%	+$201	﹤0.01%	355
2021 Q1	$26K	Buy	265 +2	+0.8%	+$182	﹤0.01%	329
2020 Q4	$25K	Buy	263 +1	+0.4%	+$96	﹤0.01%	319
2020 Q3	$25K	Buy	262 +252	+2,520%	+$25.2K	﹤0.01%	292
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	580
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	532
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	552
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	506
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	529
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	540
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	545
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	562
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	581
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	542
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	546
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	529
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	545
2017 Q1	$1K	Buy	+10	New	+$767	﹤0.01%	509

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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baystate Wealth Management's ATO Position: Q4 2023 in Review

Baystate Wealth Management increased its Atmos Energy (ATO) stake by 0.71% in Q4 2023, buying an estimated $223 and bringing the position to 284 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Baystate Wealth Management first reported a position in ATO in Q1 2017 and has held it in 28 quarters since. The position peaked at $33.9K in Q2 2023. 722 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

Baystate Wealth Management held 284 shares of Atmos Energy worth $33K as of Q4 2023.
Baystate Wealth Management bought 2 Atmos Energy shares in Q4 2023, an estimated $223.
Atmos Energy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #454 holding.
Baystate Wealth Management first reported a position in Atmos Energy in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Atmos Energy position peaked at $33.9K in Q2 2023.
722 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.