Family Management’s Atmos Energy ATO Stock Holding History

Family Management’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
2020 Q3	–	Sell	-2,010	Closed	-$200K	–	127
2020 Q2	$200K	Buy	+2,010	New	+$203K	0.08%	131

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

Family Management's ATO Position: Q3 2020 in Review

Family Management sold out of Atmos Energy (ATO) in Q3 2020, closing a stake of 2,010 shares — an estimated $200K sold.

Family Management first reported a position in ATO in Q2 2020 and held it in 1 quarter. The position peaked at $200K in Q2 2020. 533 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

Family Management reported no remaining Atmos Energy position as of Q3 2020 after selling out during the quarter.
Family Management sold 2,010 Atmos Energy shares in Q3 2020, an estimated $200K.
Family Management first reported a position in Atmos Energy in Q2 2020 and held it in 1 quarter.
Family Management's Atmos Energy position peaked at $200K in Q2 2020.
533 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Family Management's 13F filing for Q3 2020, filed 13 Nov 2020.