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 $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Aristotle Capital Management

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

Geode Capital Management

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

American Century Companies

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

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