Claris Advisors’s Atmos Energy ATO Stock Holding History

Claris 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
2024 Q4	–	Sell	-4	Closed	-$555	–	155
2024 Q3	$555	Buy	+4	New	+$514	﹤0.01%	614

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

Claris Advisors's ATO Position: Q4 2024 in Review

Claris Advisors sold out of Atmos Energy (ATO) in Q4 2024, closing a stake of 4 shares — an estimated $555 sold.

Claris Advisors first reported a position in ATO in Q3 2024 and held it in 1 quarter. The position peaked at $555 in Q3 2024. 818 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

Claris Advisors reported no remaining Atmos Energy position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Atmos Energy shares in Q4 2024, an estimated $555.
Claris Advisors first reported a position in Atmos Energy in Q3 2024 and held it in 1 quarter.
Claris Advisors's Atmos Energy position peaked at $555 in Q3 2024.
818 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.