Optimal Asset Management’s Atmos Energy ATO Stock Holding History

Optimal Asset 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	$2.11M	Buy	23,891 +22	+0.1%	+$2.13K	0.26%	143
2021 Q2	$2.29M	Hold	23,869	–	–	0.27%	137
2021 Q1	$2.36M	Buy	23,869 +9,900	+71%	+$901K	0.31%	123
2020 Q4	$1.33M	Buy	13,969 +13	+0.1%	+$1.25K	0.19%	184
2020 Q3	$1.33M	Buy	13,956 +518	+4%	+$51.7K	0.19%	172
2020 Q2	$1.34M	Sell	13,438 -16,887	-56%	-$1.7M	0.22%	156
2020 Q1	$3.01K	Buy	30,325 +10,273	+51%	+$1.13M	0.28%	119
2019 Q4	$2.24M	Buy	+20,052	New	+$2.2M	0.34%	100

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimal Asset Management's ATO Position: Q3 2021 in Review

Optimal Asset Management increased its Atmos Energy (ATO) stake by 0.09% in Q3 2021, buying an estimated $2.13K and bringing the position to 23,891 shares worth $2.11M. The position accounts for 0.26% of the portfolio, ranked #143.

Optimal Asset Management first reported a position in ATO in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.36M in Q1 2021. 534 funds tracked by Wall St. Rank hold ATO as of Q3 2021.

Optimal Asset Management held 23,891 shares of Atmos Energy worth $2.11M as of Q3 2021.
Optimal Asset Management bought 22 Atmos Energy shares in Q3 2021, an estimated $2.13K.
Atmos Energy made up 0.26% of Optimal Asset Management's portfolio in Q3 2021, its #143 holding.
Optimal Asset Management first reported a position in Atmos Energy in Q4 2019 and has held it in 8 quarters since.
Optimal Asset Management's Atmos Energy position peaked at $2.36M in Q1 2021.
534 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.