North Point Portfolio Managers’s Atmos Energy ATO Stock Holding History

North Point Portfolio Managers’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 Q2	–	Sell	-2,050	Closed	-$230K	–	49
2023 Q1	$230K	Hold	2,050	–	–	0.04%	63
2022 Q4	$230K	Hold	2,050	–	–	0.04%	63
2022 Q3	$209K	Hold	2,050	–	–	0.04%	68
2022 Q2	$230K	Hold	2,050	–	–	0.04%	66
2022 Q1	$245K	Hold	2,050	–	–	0.04%	69
2021 Q4	$215K	Sell	2,050 -250	-11%	-$23.7K	0.03%	78
2021 Q3	$203K	Hold	2,300	–	–	0.03%	79
2021 Q2	$221K	Hold	2,300	–	–	0.03%	77
2021 Q1	$227K	Hold	2,300	–	–	0.03%	74
2020 Q4	$219K	Hold	2,300	–	–	0.03%	69
2020 Q3	$220K	Hold	2,300	–	–	0.04%	62
2020 Q2	$229K	Hold	2,300	–	–	0.04%	58
2020 Q1	$228K	Hold	2,300	–	–	0.05%	54
2019 Q4	$257K	Hold	2,300	–	–	0.04%	60
2019 Q3	$262K	Buy	+2,300	New	+$251K	0.05%	56
2016 Q4	–	Sell	-3,520	Closed	-$262K	–	84
2016 Q3	$262K	Hold	3,520	–	–	0.05%	60
2016 Q2	$286K	Sell	3,520 -1,235	-26%	-$91.6K	0.06%	53
2016 Q1	$353K	Hold	4,755	–	–	0.07%	43
2015 Q4	$300K	Hold	4,755	–	–	0.06%	47
2015 Q3	$277K	Hold	4,755	–	–	0.06%	47
2015 Q2	$244K	Hold	4,755	–	–	0.04%	59
2015 Q1	$263K	Hold	4,755	–	–	0.05%	54
2014 Q4	$265K	Hold	4,755	–	–	0.05%	58
2014 Q3	$227K	Hold	4,755	–	–	0.05%	68
2014 Q2	$254K	Hold	4,755	–	–	0.05%	60
2014 Q1	$224K	Hold	4,755	–	–	0.05%	69
2013 Q4	$216K	Sell	4,755 -3,350	-41%	-$148K	0.05%	71
2013 Q3	$345K	Hold	8,105	–	–	0.08%	51
2013 Q2	$333K	Buy	+8,105	New	+$345K	0.08%	53

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

North Point Portfolio Managers's ATO Position: Q2 2023 in Review

North Point Portfolio Managers sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 2,050 shares — an estimated $230K sold.

North Point Portfolio Managers first reported a position in ATO in Q2 2013 and held it in 29 quarters. The position peaked at $353K in Q1 2016. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

North Point Portfolio Managers reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
North Point Portfolio Managers sold 2,050 Atmos Energy shares in Q2 2023, an estimated $230K.
North Point Portfolio Managers first reported a position in Atmos Energy in Q2 2013 and held it in 29 quarters.
North Point Portfolio Managers's Atmos Energy position peaked at $353K in Q1 2016.
671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on North Point Portfolio Managers's 13F filing for Q2 2023, filed 24 Jul 2023.