LGL Partners’s Atmos Energy ATO Stock Holding History

LGL 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
2022 Q4	–	Sell	-2,060	Closed	-$210K	–	102
2022 Q3	$210K	Buy	+2,060	New	+$236K	0.04%	131

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

LGL Partners's ATO Position: Q4 2022 in Review

LGL Partners sold out of Atmos Energy (ATO) in Q4 2022, closing a stake of 2,060 shares — an estimated $210K sold.

LGL Partners first reported a position in ATO in Q3 2022 and held it in 1 quarter. The position peaked at $210K in Q3 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

LGL Partners reported no remaining Atmos Energy position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 2,060 Atmos Energy shares in Q4 2022, an estimated $210K.
LGL Partners first reported a position in Atmos Energy in Q3 2022 and held it in 1 quarter.
LGL Partners's Atmos Energy position peaked at $210K in Q3 2022.
661 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.