Colony Group’s Atmos Energy ATO Stock Holding History

Colony Group’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 Q1	–	Sell	-2,068	Closed	-$217K	–	835
2021 Q4	$217K	Buy	+2,068	New	+$196K	﹤0.01%	756
2021 Q1	–	Sell	-2,148	Closed	-$205K	–	759
2020 Q4	$205K	Sell	2,148 -354	-14%	-$34.1K	﹤0.01%	704
2020 Q3	$239K	Sell	2,502 -693	-22%	-$69.2K	0.01%	645
2020 Q2	$318K	Sell	3,195 -77	-2%	-$7.77K	0.01%	541
2020 Q1	$325K	Sell	3,272 -8,907	-73%	-$979K	0.01%	539
2019 Q4	$1.36M	Sell	12,179 -377	-3%	-$41.3K	0.03%	347
2019 Q3	$1.43M	Sell	12,556 -4,674	-27%	-$511K	0.05%	313
2019 Q2	$1.82M	Sell	17,230 -1,680	-9%	-$172K	0.06%	291
2019 Q1	$1.95M	Buy	+18,910	New	+$1.84M	0.08%	203

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

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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Legal & General Group

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