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Kenfarb & Co’s Atmos Energy ATO Stock Holding History

Kenfarb & Co’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
Q3 		$478K Sell
4,516
-100
-2% -$11.7K 0.44% 63
2023
Q2 		$537K Hold
4,616
– – 0.47% 62
2023
Q1 		$519K Sell
4,616
-310
-6% -$35.3K 0.46% 61
2022
Q4 		$552K Hold
4,926
– – 0.49% 58
2022
Q3 		$502K Hold
4,926
– – 0.48% 58
2022
Q2 		$589K Hold
4,926
– – 0.47% 59
2022
Q1 		$589K Hold
4,926
– – 0.47% 59
2021
Q4 		$516K Buy
+4,926
New +$467K 0.38% 63

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kenfarb & Co's ATO Position: Q3 2023 in Review

Kenfarb & Co reduced its Atmos Energy (ATO) stake by 2.2% in Q3 2023, selling an estimated $11.7K and leaving 4,516 shares worth $478K. The position accounts for 0.44% of the portfolio, ranked #63.

Kenfarb & Co first reported a position in ATO in Q4 2021 and has held it in 8 quarters since. The position peaked at $589K in Q2 2022. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

  • Kenfarb & Co held 4,516 shares of Atmos Energy worth $478K as of Q3 2023.
  • Kenfarb & Co sold 100 Atmos Energy shares in Q3 2023, an estimated $11.7K.
  • Atmos Energy made up 0.44% of Kenfarb & Co's portfolio in Q3 2023, its #63 holding.
  • Kenfarb & Co first reported a position in Atmos Energy in Q4 2021 and has held it in 8 quarters since.
  • Kenfarb & Co's Atmos Energy position peaked at $589K in Q2 2022.
  • 666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.