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Mid Atlantic Financial Management’s Atmos Energy ATO Stock Holding History

Mid Atlantic 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
Q3 		$448K Buy
5,079
+15
+0.3% +$1.45K 0.03% 491
2021
Q2 		$487K Buy
5,064
+160
+3% +$16K 0.03% 477
2021
Q1 		$485K Buy
+4,904
New +$446K 0.04% 439

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mid Atlantic Financial Management's ATO Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Atmos Energy (ATO) stake by 0.3% in Q3 2021, buying an estimated $1.45K and bringing the position to 5,079 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #491.

Mid Atlantic Financial Management first reported a position in ATO in Q1 2021 and has held it in 3 quarters since. The position peaked at $487K in Q2 2021. 535 funds tracked by Wall St. Rank hold ATO as of Q3 2021.

  • Mid Atlantic Financial Management held 5,079 shares of Atmos Energy worth $448K as of Q3 2021.
  • Mid Atlantic Financial Management bought 15 Atmos Energy shares in Q3 2021, an estimated $1.45K.
  • Atmos Energy made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #491 holding.
  • Mid Atlantic Financial Management first reported a position in Atmos Energy in Q1 2021 and has held it in 3 quarters since.
  • Mid Atlantic Financial Management's Atmos Energy position peaked at $487K in Q2 2021.
  • 535 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.