FourThought Financial’s Atmos Energy ATO Stock Holding History

FourThought Financial’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
2022 Q3	$130K	Sell	1,273 -1,155	-48%	-$132K	0.02%	376
2022 Q2	$272K	Sell	2,428 -105	-4%	-$12K	0.04%	278
2022 Q1	$303K	Sell	2,533 -44	-2%	-$4.81K	0.04%	272
2021 Q4	$270K	Sell	2,577 -99	-4%	-$9.38K	0.03%	294
2021 Q3	$236K	Buy	2,676 +136	+5%	+$13.2K	0.03%	311
2021 Q2	$244K	Buy	2,540 +90	+4%	+$9.02K	0.03%	319
2021 Q1	$242K	Buy	2,450 +119	+5%	+$10.8K	0.04%	322
2020 Q4	$222K	Buy	+2,331	New	+$225K	0.04%	324

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

FourThought Financial's ATO Position: Q3 2022 in Review

FourThought Financial reduced its Atmos Energy (ATO) stake by 48% in Q3 2022, selling an estimated $132K and leaving 1,273 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #376.

FourThought Financial first reported a position in ATO in Q4 2020 and has held it in 8 quarters since. The position peaked at $303K in Q1 2022. 630 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

FourThought Financial held 1,273 shares of Atmos Energy worth $130K as of Q3 2022.
FourThought Financial sold 1,155 Atmos Energy shares in Q3 2022, an estimated $132K.
Atmos Energy made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #376 holding.
FourThought Financial first reported a position in Atmos Energy in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Atmos Energy position peaked at $303K in Q1 2022.
630 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.