HBK Sorce Advisory’s Atmos Energy ATO Stock Holding History

HBK Sorce Advisory’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 Q1	–	Sell	-40,000	Closed	-$38K	–	612
2022 Q4	$38K	Buy	40,000 +20,000	+100%	+$2.2M	﹤0.01%	756
2022 Q3	$18K	Buy	+20,000	New	+$2.29M	﹤0.01%	580
2015 Q1	–	Sell	-5,880	Closed	-$328K	–	192
2014 Q4	$328K	Hold	5,880	–	–	0.11%	127
2014 Q3	$280K	Hold	5,880	–	–	0.1%	131
2014 Q2	$314K	Hold	5,880	–	–	0.11%	127
2014 Q1	$277K	Hold	5,880	–	–	0.1%	133
2013 Q4	$267K	Hold	5,880	–	–	0.1%	134
2013 Q3	$250K	Sell	5,880 -5,880	-50%	-$248K	0.1%	139
2013 Q2	$482K	Buy	+11,760	New	+$501K	0.1%	136

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

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

American Century Companies

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