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Citizens Business Bank’s Atmos Energy ATO Stock Holding History

Citizens Business Bank’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
-10,140
Closed -$1.14M – 129
2022
Q2 		$1.14M Sell
10,140
-3,360
-25% -$385K 0.16% 140
2022
Q1 		$1.61M Sell
13,500
-1,800
-12% -$197K 0.19% 117
2021
Q4 		$1.6M Hold
15,300
– – 0.2% 123
2021
Q3 		$1.35M Buy
15,300
+2,000
+15% +$193K 0.18% 133
2021
Q2 		$1.28M Hold
13,300
– – 0.17% 144
2021
Q1 		$1.31M Buy
+13,300
New +$1.21M 0.18% 136

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citizens Business Bank's ATO Position: Q3 2022 in Review

Citizens Business Bank sold out of Atmos Energy (ATO) in Q3 2022, closing a stake of 10,140 shares — an estimated $1.14M sold.

Citizens Business Bank first reported a position in ATO in Q1 2021 and held it in 6 quarters. The position peaked at $1.61M in Q1 2022. 630 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

  • Citizens Business Bank reported no remaining Atmos Energy position as of Q3 2022 after selling out during the quarter.
  • Citizens Business Bank sold 10,140 Atmos Energy shares in Q3 2022, an estimated $1.14M.
  • Citizens Business Bank first reported a position in Atmos Energy in Q1 2021 and held it in 6 quarters.
  • Citizens Business Bank's Atmos Energy position peaked at $1.61M in Q1 2022.
  • 630 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on Citizens Business Bank's 13F filing for Q3 2022, filed 4 Nov 2022.