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MD Financial Management’s Atmos Energy ATO Stock Holding History

MD Financial 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
2021
Q4 		$1.75M Sell
16,673
-733
-4% -$69.5K 0.04% 223
2021
Q3 		$1.53M Sell
17,406
-79
-0.5% -$7.64K 0.04% 229
2021
Q2 		$1.68M Buy
+17,485
New +$1.75M 0.05% 217

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MD Financial Management's ATO Position: Q4 2021 in Review

MD Financial Management reduced its Atmos Energy (ATO) stake by 4.2% in Q4 2021, selling an estimated $69.5K and leaving 16,673 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #223.

MD Financial Management first reported a position in ATO in Q2 2021 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold ATO as of Q4 2021.

  • MD Financial Management held 16,673 shares of Atmos Energy worth $1.75M as of Q4 2021.
  • MD Financial Management sold 733 Atmos Energy shares in Q4 2021, an estimated $69.5K.
  • Atmos Energy made up 0.04% of MD Financial Management's portfolio in Q4 2021, its #223 holding.
  • MD Financial Management first reported a position in Atmos Energy in Q2 2021 and has held it in 3 quarters since.
  • 573 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.