Boys Arnold & Co’s Atmos Energy ATO Stock Holding History

Boys Arnold & Co’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
2020 Q2	–	Sell	-9,300	Closed	-$923K	–	17
2020 Q1	$923K	Sell	9,300 -256	-3%	-$28.1K	0.17%	120
2019 Q4	$1.07M	Sell	9,556 -1,119	-10%	-$123K	0.15%	126
2019 Q3	$1.22M	Sell	10,675 -292	-3%	-$31.9K	0.18%	116
2019 Q2	$1.16M	Hold	10,967	–	–	0.17%	122
2019 Q1	$1.13M	Sell	10,967 -725	-6%	-$70.7K	0.17%	126
2018 Q4	$1.07M	Sell	11,692 -2,050	-15%	-$196K	0.18%	128
2018 Q3	$1.27M	Sell	13,742 -350	-2%	-$32.3K	0.18%	126
2018 Q2	$1.27M	Sell	14,092 -357	-2%	-$30.9K	0.19%	125
2018 Q1	$1.21M	Hold	14,449	–	–	0.18%	131
2017 Q4	$1.24M	Sell	14,449 -1,099	-7%	-$96.7K	0.19%	125
2017 Q3	$1.3M	Hold	15,548	–	–	0.21%	114
2017 Q2	$1.29M	Sell	15,548 -2,500	-14%	-$205K	0.17%	118
2017 Q1	$1.43M	Hold	18,048	–	–	0.22%	110
2016 Q4	$1.34M	Buy	+18,048	New	+$1.3M	0.22%	114

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Geode Capital Management

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

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return