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James Hambro & Partners’s Atmos Energy ATO Stock Holding History

James Hambro & 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
2021
Q1 		– Sell
-2,642
Closed -$252K – 96
2020
Q4 		$252K Buy
+2,642
New +$255K 0.03% 83

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

James Hambro & Partners's ATO Position: Q1 2021 in Review

James Hambro & Partners sold out of Atmos Energy (ATO) in Q1 2021, closing a stake of 2,642 shares — an estimated $252K sold.

James Hambro & Partners first reported a position in ATO in Q4 2020 and held it in 1 quarter. The position peaked at $252K in Q4 2020. 549 funds tracked by Wall St. Rank hold ATO as of Q1 2021.

  • James Hambro & Partners reported no remaining Atmos Energy position as of Q1 2021 after selling out during the quarter.
  • James Hambro & Partners sold 2,642 Atmos Energy shares in Q1 2021, an estimated $252K.
  • James Hambro & Partners first reported a position in Atmos Energy in Q4 2020 and held it in 1 quarter.
  • James Hambro & Partners's Atmos Energy position peaked at $252K in Q4 2020.
  • 549 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2021.

Based on James Hambro & Partners's 13F filing for Q1 2021, filed 28 Apr 2021.