Resources Management Corp’s Atmos Energy ATO Stock Holding History

Resources Management Corp’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
2024 Q1	–	Sell	-200	Closed	-$23K	–	428
2023 Q4	$23K	Hold	200	–	–	﹤0.01%	329
2023 Q3	$21K	Hold	200	–	–	﹤0.01%	329
2023 Q2	$23K	Sell	200 -8,810	-98%	-$1.02M	﹤0.01%	324
2023 Q1	$770K	Buy	9,010 +8,610	+2,153%	+$979K	0.12%	124
2022 Q4	$45K	Hold	400	–	–	0.01%	302
2022 Q3	$41K	Hold	400	–	–	0.01%	308
2022 Q2	$45K	Hold	400	–	–	0.01%	304
2022 Q1	$48K	Hold	400	–	–	0.01%	317
2021 Q4	$42K	Hold	400	–	–	0.01%	338
2021 Q3	$35K	Hold	400	–	–	0.01%	338
2021 Q2	$38K	Sell	400 -100	-20%	-$10K	0.01%	346
2021 Q1	$49K	Hold	500	–	–	0.01%	314
2020 Q4	$48K	Hold	500	–	–	0.01%	309
2020 Q3	$48K	Sell	500 -50	-9%	-$4.99K	0.01%	292
2020 Q2	$55K	Hold	550	–	–	0.01%	288
2020 Q1	$55K	Hold	550	–	–	0.01%	280
2019 Q4	$62K	Hold	550	–	–	0.01%	283
2019 Q3	$63K	Buy	+550	New	+$60.1K	0.01%	284
2018 Q4	$50K	Hold	550	–	–	0.01%	283
2018 Q3	$51K	Buy	+550	New	+$50.8K	0.01%	279

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 $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

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

Resources Management Corp's ATO Position: Q1 2024 in Review

Resources Management Corp sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 200 shares — an estimated $23K sold.

Resources Management Corp first reported a position in ATO in Q3 2018 and held it in 20 quarters. The position peaked at $770K in Q1 2023. 732 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

Resources Management Corp reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
Resources Management Corp sold 200 Atmos Energy shares in Q1 2024, an estimated $23K.
Resources Management Corp first reported a position in Atmos Energy in Q3 2018 and held it in 20 quarters.
Resources Management Corp's Atmos Energy position peaked at $770K in Q1 2023.
732 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Resources Management Corp's 13F filing for Q1 2024, filed 15 May 2024.