FDx Advisors’s Atmos Energy ATO Stock Holding History

FDx 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
2023 Q3	–	Sell	-2,282	Closed	-$265K	–	635
2023 Q2	$265K	Buy	+2,282	New	+$264K	0.01%	636
2017 Q1	–	Sell	-6,406	Closed	-$475K	–	1124
2016 Q4	$475K	Buy	6,406 +292	+5%	+$21.1K	0.01%	788
2016 Q3	$455K	Buy	6,114 +190	+3%	+$14.6K	0.02%	658
2016 Q2	$482K	Sell	5,924 -428	-7%	-$31.7K	0.02%	606
2016 Q1	$472K	Buy	+6,352	New	+$436K	0.02%	593
2015 Q3	–	Sell	-6,961	Closed	-$357K	–	746
2015 Q2	$357K	Sell	6,961 -339	-5%	-$18.2K	0.02%	684
2015 Q1	$401K	Buy	7,300 +593	+9%	+$32.6K	0.01%	1068
2014 Q4	$374K	Sell	6,707 -2	-0%	-$105	0.02%	650
2014 Q3	$320K	Sell	6,709 -302	-4%	-$15.1K	0.02%	757
2014 Q2	$374K	Sell	7,011 -76	-1%	-$3.84K	0.02%	699
2014 Q1	$334K	Buy	7,087 +723	+11%	+$33.3K	0.03%	572
2013 Q4	$289K	Buy	6,364 +131	+2%	+$5.78K	0.03%	541
2013 Q3	$265K	Sell	6,233 -860	-12%	-$36.3K	0.03%	490
2013 Q2	$291K	Buy	+7,093	New	+$302K	0.04%	387

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies

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

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

Geode Capital Management

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

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