Jaffetilchin Investment Partners’s Atmos Energy ATO Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-39	Closed	-$5.41K	–	440
2024 Q3	$5.41K	Buy	+39	New	+$5.01K	﹤0.01%	1022
2023 Q3	–	Sell	-2,752	Closed	-$320K	–	340
2023 Q2	$320K	Buy	+2,752	New	+$319K	0.03%	272
2020 Q1	–	Sell	-3,786	Closed	-$423K	–	160
2019 Q4	$423K	Sell	3,786 -1,335	-26%	-$146K	0.09%	136
2019 Q3	$583K	Buy	5,121 +1,297	+34%	+$142K	0.14%	99
2019 Q2	$404K	Buy	+3,824	New	+$392K	0.09%	156
2016 Q3	–	Sell	-2,485	Closed	-$202K	–	219
2016 Q2	$202K	Buy	+2,485	New	+$184K	0.06%	206
2015 Q2	–	Sell	-7,008	Closed	-$388K	–	198
2015 Q1	$388K	Buy	+7,008	New	+$386K	0.12%	138

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

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

Jaffetilchin Investment Partners's ATO Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Atmos Energy (ATO) in Q4 2024, closing a stake of 39 shares — an estimated $5.41K sold.

Jaffetilchin Investment Partners first reported a position in ATO in Q1 2015 and held it in 7 quarters. The position peaked at $583K in Q3 2019. 817 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Atmos Energy position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 39 Atmos Energy shares in Q4 2024, an estimated $5.41K.
Jaffetilchin Investment Partners first reported a position in Atmos Energy in Q1 2015 and held it in 7 quarters.
Jaffetilchin Investment Partners's Atmos Energy position peaked at $583K in Q3 2019.
817 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.