First Personal Financial Services’s Atmos Energy ATO Stock Holding History

First Personal Financial Services’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
2024 Q3	$94K	Sell	678 -112	-14%	-$14.4K	0.02%	166
2024 Q2	$92.2K	Hold	790	–	–	0.02%	161
2024 Q1	$93.9K	Hold	790	–	–	0.02%	155
2023 Q4	$91.6K	Hold	790	–	–	0.02%	164
2023 Q3	$83.7K	Hold	790	–	–	0.02%	168
2023 Q2	$91.9K	Hold	790	–	–	0.02%	164
2023 Q1	$88.8K	Hold	790	–	–	0.02%	159
2022 Q4	$88.5K	Hold	790	–	–	0.02%	165
2022 Q3	$80K	Hold	790	–	–	0.02%	159
2022 Q2	$89K	Hold	790	–	–	0.02%	142
2022 Q1	$94K	Hold	790	–	–	0.02%	152
2021 Q4	$83K	Hold	790	–	–	0.02%	159
2021 Q3	$70K	Hold	790	–	–	0.02%	167
2021 Q2	$76K	Hold	790	–	–	0.02%	162
2021 Q1	$78K	Buy	790 +120	+18%	+$10.9K	0.02%	156
2020 Q4	$64K	Hold	670	–	–	0.02%	168
2020 Q3	$64K	Hold	670	–	–	0.02%	167
2020 Q2	$67K	Hold	670	–	–	0.02%	168
2020 Q1	$66K	Buy	670 +666	+16,650%	+$73.2K	0.03%	163
2019 Q4	$0	Hold	4	–	–	﹤0.01%	533
2019 Q3	$0	Hold	4	–	–	﹤0.01%	552
2019 Q2	$0	Buy	+4	New	+$410	﹤0.01%	788

Other funds holding ATO

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Personal Financial Services's ATO Position: Q3 2024 in Review

First Personal Financial Services reduced its Atmos Energy (ATO) stake by 14% in Q3 2024, selling an estimated $14.4K and leaving 678 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #166.

First Personal Financial Services first reported a position in ATO in Q2 2019 and has held it in 22 quarters since. 754 funds tracked by Wall St. Rank hold ATO as of Q3 2024.

First Personal Financial Services held 678 shares of Atmos Energy worth $94K as of Q3 2024.
First Personal Financial Services sold 112 Atmos Energy shares in Q3 2024, an estimated $14.4K.
Atmos Energy made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #166 holding.
First Personal Financial Services first reported a position in Atmos Energy in Q2 2019 and has held it in 22 quarters since.
754 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.