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CSat Investment Advisory’s Atmos Energy ATO Stock Holding History

CSat Investment Advisory’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
2021
Q1 		$1.14M Buy
11,495
+2,825
+33% +$257K 0.95% 28
2020
Q4 		$827K Buy
8,670
+348
+4% +$33.6K 0.77% 37
2020
Q3 		$796K Buy
8,322
+589
+8% +$58.8K 0.07% 129
2020
Q2 		$770K Sell
7,733
-1,124
-13% -$113K 0.09% 111
2020
Q1 		$879K Buy
8,857
+611
+7% +$67.2K 0.19% 78
2019
Q4 		$923K Sell
8,246
-536
-6% -$58.8K 0.24% 80
2019
Q3 		$1M Sell
8,782
-466
-5% -$50.9K 0.31% 65
2019
Q2 		$976K Sell
9,248
-2,400
-21% -$246K 0.34% 61
2019
Q1 		$1.2M Buy
11,648
+574
+5% +$55.9K 0.61% 37
2018
Q4 		$1.03M Sell
11,074
-543
-5% -$51.9K 0.61% 39
2018
Q3 		$1.09M Buy
11,617
+11
+0.1% +$1.01K 0.62% 43
2018
Q2 		$1.05M Buy
+11,606
New +$1M 0.56% 45
2014
Q2 		– Sell
-63,476
Closed -$2.99M – 24
2014
Q1 		$2.99M Sell
63,476
-27,555
-30% -$1.27M 1.53% 28
2013
Q4 		$4.13M Sell
91,031
-71,319
-44% -$3.15M 1.63% 25
2013
Q3 		$6.91M Buy
162,350
+41,243
+34% +$1.74M 1.98% 23
2013
Q2 		$4.97M Buy
+121,107
New +$5.16M 1.77% 25

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's ATO Position: Q1 2021 in Review

CSat Investment Advisory increased its Atmos Energy (ATO) stake by 33% in Q1 2021, buying an estimated $257K and bringing the position to 11,495 shares worth $1.14M. The position accounts for 0.95% of the portfolio, ranked #28.

CSat Investment Advisory first reported a position in ATO in Q2 2013 and has held it in 16 quarters since. The position peaked at $6.91M in Q3 2013. 550 funds tracked by Wall St. Rank hold ATO as of Q1 2021.

  • CSat Investment Advisory held 11,495 shares of Atmos Energy worth $1.14M as of Q1 2021.
  • CSat Investment Advisory bought 2,825 Atmos Energy shares in Q1 2021, an estimated $257K.
  • Atmos Energy made up 0.95% of CSat Investment Advisory's portfolio in Q1 2021, its #28 holding.
  • CSat Investment Advisory first reported a position in Atmos Energy in Q2 2013 and has held it in 16 quarters since.
  • CSat Investment Advisory's Atmos Energy position peaked at $6.91M in Q3 2013.
  • 550 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.