Pathstone Family Office’s Atmos Energy ATO Stock Holding History

Pathstone Family Office’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 Q3	$1.56M	Buy	14,710 +6,240	+74%	+$728K	0.01%	539
2023 Q2	$985K	Buy	8,470 +1,039	+14%	+$120K	0.01%	491
2023 Q1	$835K	Sell	7,431 -19,543	-72%	-$2.22M	0.01%	504
2022 Q4	$2.2M	Buy	26,974 +2,902	+12%	+$319K	0.02%	476
2022 Q3	$2.45M	Buy	24,072 +16,388	+213%	+$1.88M	0.02%	369
2022 Q2	$862K	Buy	7,684 +5,606	+270%	+$642K	0.02%	387
2022 Q1	$248K	Buy	+2,078	New	+$227K	0.01%	827
2021 Q4	–	Sell	-9,849	Closed	-$869K	–	903
2021 Q3	$869K	Buy	9,849 +2,791	+40%	+$270K	0.03%	332
2021 Q2	$678K	Buy	+7,058	New	+$708K	0.02%	378
2021 Q1	–	Sell	-21	Closed	-$2K	–	708
2020 Q4	$2K	Buy	+21	New	+$2.02K	﹤0.01%	1016

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Family Office's ATO Position: Q3 2023 in Review

Pathstone Family Office increased its Atmos Energy (ATO) stake by 74% in Q3 2023, buying an estimated $728K and bringing the position to 14,710 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #539.

Pathstone Family Office first reported a position in ATO in Q4 2020 and has held it in 10 quarters since. The position peaked at $2.45M in Q3 2022. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

Pathstone Family Office held 14,710 shares of Atmos Energy worth $1.56M as of Q3 2023.
Pathstone Family Office bought 6,240 Atmos Energy shares in Q3 2023, an estimated $728K.
Atmos Energy made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #539 holding.
Pathstone Family Office first reported a position in Atmos Energy in Q4 2020 and has held it in 10 quarters since.
Pathstone Family Office's Atmos Energy position peaked at $2.45M in Q3 2022.
666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.