Charter Oak Capital Management’s Atmos Energy ATO Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-315	Closed	-$30K	–	214
2022 Q2	$30K	Hold	315	–	–	﹤0.01%	412
2022 Q1	$30K	Hold	315	–	–	﹤0.01%	435
2021 Q4	$30K	Hold	315	–	–	﹤0.01%	432
2021 Q3	$30K	Hold	315	–	–	﹤0.01%	399
2021 Q2	$30K	Hold	315	–	–	﹤0.01%	384
2021 Q1	$30K	Hold	315	–	–	﹤0.01%	381
2020 Q4	$30K	Buy	+315	New	+$30.4K	﹤0.01%	363

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Charter Oak Capital Management's ATO Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Atmos Energy (ATO) in Q3 2022, closing a stake of 315 shares — an estimated $30K sold.

Charter Oak Capital Management first reported a position in ATO in Q4 2020 and held it in 7 quarters. The position peaked at $30K in Q2 2022. 630 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

Charter Oak Capital Management reported no remaining Atmos Energy position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 315 Atmos Energy shares in Q3 2022, an estimated $30K.
Charter Oak Capital Management first reported a position in Atmos Energy in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Atmos Energy position peaked at $30K in Q2 2022.
630 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.