Patriot Financial Group Insurance Agency’s Atmos Energy ATO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-166	Closed	-$19K	–	510
2022 Q2	$19K	Hold	166	–	–	﹤0.01%	1018
2022 Q1	$20K	Hold	166	–	–	﹤0.01%	1080
2021 Q4	$17K	Hold	166	–	–	﹤0.01%	1275
2021 Q3	$15K	Hold	166	–	–	﹤0.01%	1318
2021 Q2	$16K	Hold	166	–	–	﹤0.01%	1261
2021 Q1	$16K	Hold	166	–	–	﹤0.01%	1184
2020 Q4	$16K	Sell	166 -632	-79%	-$60.9K	﹤0.01%	1048
2020 Q3	$76K	Buy	798 +65	+9%	+$6.49K	0.02%	453
2020 Q2	$73K	Buy	733 +60	+9%	+$6.05K	0.03%	427
2020 Q1	$67K	Buy	673 +43	+7%	+$4.73K	0.03%	394
2019 Q4	$71K	Buy	+630	New	+$69.1K	0.03%	408

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 $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $194B AUM 35% 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

Patriot Financial Group Insurance Agency's ATO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Atmos Energy (ATO) in Q3 2022, closing a stake of 166 shares — an estimated $19K sold.

Patriot Financial Group Insurance Agency first reported a position in ATO in Q4 2019 and held it in 11 quarters. The position peaked at $76K in Q3 2020. 630 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Atmos Energy position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 166 Atmos Energy shares in Q3 2022, an estimated $19K.
Patriot Financial Group Insurance Agency first reported a position in Atmos Energy in Q4 2019 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Atmos Energy position peaked at $76K in Q3 2020.
630 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.