Perennial Advisors’s Atmos Energy ATO Stock Holding History

Perennial Advisors’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
2020 Q2	–	Sell	-2,025	Closed	-$201K	–	226
2020 Q1	$201K	Buy	+2,025	New	+$223K	0.11%	80

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Perennial Advisors's ATO Position: Q2 2020 in Review

Perennial Advisors sold out of Atmos Energy (ATO) in Q2 2020, closing a stake of 2,025 shares — an estimated $201K sold.

Perennial Advisors first reported a position in ATO in Q1 2020 and held it in 1 quarter. The position peaked at $201K in Q1 2020. 538 funds tracked by Wall St. Rank hold ATO as of Q2 2020.

Perennial Advisors reported no remaining Atmos Energy position as of Q2 2020 after selling out during the quarter.
Perennial Advisors sold 2,025 Atmos Energy shares in Q2 2020, an estimated $201K.
Perennial Advisors first reported a position in Atmos Energy in Q1 2020 and held it in 1 quarter.
Perennial Advisors's Atmos Energy position peaked at $201K in Q1 2020.
538 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2020.

Based on Perennial Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.