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Coann Capital’s Atmos Energy ATO Stock Holding History

Coann Capital’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
-88,639
Closed -$9.94M – 20
2022
Q2 		$9.94M Buy
+88,639
New +$10.2M 6.78% 6
2022
Q1 		– Sell
-67,424
Closed -$7.06M – 17
2021
Q4 		$7.06M Buy
+67,424
New +$6.39M 3.86% 18
2021
Q3 		– Sell
-68,264
Closed -$6.56M – 18
2021
Q2 		$6.56M Buy
68,264
+22,463
+49% +$2.25M 5.04% 10
2021
Q1 		$4.53M Sell
45,801
-63,530
-58% -$5.78M 3.85% 13
2020
Q4 		$10.4M Buy
+109,331
New +$10.5M 9.42% 1

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 $3.37T AUM 44.26% 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

Coann Capital's ATO Position: Q3 2022 in Review

Coann Capital sold out of Atmos Energy (ATO) in Q3 2022, closing a stake of 88,639 shares — an estimated $9.94M sold.

Coann Capital first reported a position in ATO in Q4 2020 and held it in 5 quarters. The position peaked at $10.4M in Q4 2020. 630 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

  • Coann Capital reported no remaining Atmos Energy position as of Q3 2022 after selling out during the quarter.
  • Coann Capital sold 88,639 Atmos Energy shares in Q3 2022, an estimated $9.94M.
  • Coann Capital first reported a position in Atmos Energy in Q4 2020 and held it in 5 quarters.
  • Coann Capital's Atmos Energy position peaked at $10.4M in Q4 2020.
  • 630 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on Coann Capital's 13F filing for Q3 2022, filed 14 Nov 2022.