Berman Capital Advisors’s Atmos Energy ATO Stock Holding History

Berman Capital Advisors’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	$28K	Sell	325 -22	-6%	-$2.13K	﹤0.01%	880
2021 Q2	$33K	Buy	347 +8	+2%	+$802	0.01%	733
2021 Q1	$33K	Sell	339 -505	-60%	-$46K	0.01%	619
2020 Q4	$79K	Buy	844 +575	+214%	+$55.4K	0.02%	295
2020 Q3	$25K	Buy	269 +37	+16%	+$3.69K	0.01%	515
2020 Q2	$23K	Sell	232 -21	-8%	-$2.12K	0.01%	500
2020 Q1	$24K	Buy	253 +63	+33%	+$6.93K	0.01%	447
2019 Q4	$21K	Buy	190 +15	+9%	+$1.65K	0.01%	513
2019 Q3	$20K	Buy	175 +25	+17%	+$2.73K	0.01%	501
2019 Q2	$15K	Hold	150	–	–	﹤0.01%	589
2019 Q1	$15K	Buy	150 +87	+138%	+$8.48K	0.01%	522
2018 Q4	$5K	Buy	+63	New	+$6.02K	﹤0.01%	666

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Berman Capital Advisors's ATO Position: Q3 2021 in Review

Berman Capital Advisors reduced its Atmos Energy (ATO) stake by 6.3% in Q3 2021, selling an estimated $2.13K and leaving 325 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Berman Capital Advisors first reported a position in ATO in Q4 2018 and has held it in 12 quarters since. The position peaked at $79K in Q4 2020. 535 funds tracked by Wall St. Rank hold ATO as of Q3 2021.

Berman Capital Advisors held 325 shares of Atmos Energy worth $28K as of Q3 2021.
Berman Capital Advisors sold 22 Atmos Energy shares in Q3 2021, an estimated $2.13K.
Atmos Energy made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #880 holding.
Berman Capital Advisors first reported a position in Atmos Energy in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Atmos Energy position peaked at $79K in Q4 2020.
535 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.