Institutional & Family Asset Management’s Atmos Energy ATO Stock Holding History

Institutional & Family Asset 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
2024 Q2	$2.8K	Buy	24 +4	+20%	+$466	﹤0.01%	552
2024 Q1	$2.38K	Hold	20	–	–	﹤0.01%	564
2023 Q4	$2.32K	Hold	20	–	–	﹤0.01%	552
2023 Q3	$2.12K	Hold	20	–	–	﹤0.01%	545
2023 Q2	$2.33K	Hold	20	–	–	﹤0.01%	557
2023 Q1	$2.25K	Hold	20	–	–	﹤0.01%	560
2022 Q4	$2.24K	Hold	20	–	–	﹤0.01%	552
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	571
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	578
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	630
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	645
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	753
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	802
2021 Q1	$2K	Buy	+20	New	+$1.82K	﹤0.01%	774
2020 Q2	–	Sell	-20	Closed	-$2K	–	835
2020 Q1	$2K	Buy	+20	New	+$2.2K	﹤0.01%	622

Other funds holding ATO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Institutional & Family Asset Management's ATO Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Atmos Energy (ATO) stake by 20% in Q2 2024, buying an estimated $466 and bringing the position to 24 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Institutional & Family Asset Management first reported a position in ATO in Q1 2020 and has held it in 15 quarters since. 734 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

Institutional & Family Asset Management held 24 shares of Atmos Energy worth $2.8K as of Q2 2024.
Institutional & Family Asset Management bought 4 Atmos Energy shares in Q2 2024, an estimated $466.
Atmos Energy made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #552 holding.
Institutional & Family Asset Management first reported a position in Atmos Energy in Q1 2020 and has held it in 15 quarters since.
734 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.