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First United Bank & Trust’s Atmos Energy ATO Stock Holding History

First United Bank & Trust’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 		– Sell
-18
Closed -$2.1K – 383
2024
Q2 		$2.1K Hold
18
– – ﹤0.01% 385
2024
Q1 		$2.14K Hold
18
– – ﹤0.01% 396
2023
Q4 		$2.09K Buy
+18
New +$2.01K ﹤0.01% 418

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

First United Bank & Trust's ATO Position: Q3 2024 in Review

First United Bank & Trust sold out of Atmos Energy (ATO) in Q3 2024, closing a stake of 18 shares — an estimated $2.1K sold.

First United Bank & Trust first reported a position in ATO in Q4 2023 and held it in 3 quarters. The position peaked at $2.14K in Q1 2024. 755 funds tracked by Wall St. Rank hold ATO as of Q3 2024.

  • First United Bank & Trust reported no remaining Atmos Energy position as of Q3 2024 after selling out during the quarter.
  • First United Bank & Trust sold 18 Atmos Energy shares in Q3 2024, an estimated $2.1K.
  • First United Bank & Trust first reported a position in Atmos Energy in Q4 2023 and held it in 3 quarters.
  • First United Bank & Trust's Atmos Energy position peaked at $2.14K in Q1 2024.
  • 755 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2024.

Based on First United Bank & Trust's 13F filing for Q3 2024, filed 15 Oct 2024.