Frontier Wealth Management’s Atmos Energy ATO Stock Holding History

Frontier Wealth 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
2022 Q2	$397K	Buy	3,543 +1	+0%	+$115	0.03%	262
2022 Q1	$426K	Buy	3,542 +1	+0%	+$109	0.01%	262
2021 Q4	$371K	Sell	3,541 -99	-3%	-$9.38K	0.02%	300
2021 Q3	$321K	Buy	3,640 +1	+0%	+$97	0.02%	318
2021 Q2	$350K	Buy	3,639 +2	+0.1%	+$201	0.02%	311
2021 Q1	$360K	Buy	3,637 +1	+0%	+$91	0.03%	280
2020 Q4	$347K	Sell	3,636 -106	-3%	-$10.2K	0.03%	275
2020 Q3	$358K	Buy	3,742 +1	+0%	+$100	0.03%	259
2020 Q2	$373K	Sell	3,741 -384	-9%	-$38.7K	0.03%	247
2020 Q1	$409K	Sell	4,125 -1,174	-22%	-$129K	0.07%	191
2019 Q4	$593K	Hold	5,299	–	–	0.1%	160
2019 Q3	$603K	Sell	5,299 -1,853	-26%	-$203K	0.09%	171
2019 Q2	$755K	Buy	7,152 +1	+0%	+$102	0.11%	143
2019 Q1	$736K	Sell	7,151 -399	-5%	-$38.9K	0.1%	175
2018 Q4	$700K	Buy	7,550 +1	+0%	+$96	0.11%	166
2018 Q3	$709K	Buy	7,549 +1	+0%	+$92	0.07%	181
2018 Q2	$680K	Hold	7,548	–	–	0.1%	179
2018 Q1	$636K	Buy	+7,548	New	+$615K	0.09%	191

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

American Century Companies

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return