Richard Bernstein Advisors’s Atmos Energy ATO Stock Holding History

Richard Bernstein 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
2023 Q3	–	Sell	-58,938	Closed	-$6.86M	–	208
2023 Q2	$6.86M	Sell	58,938 -5,831	-9%	-$675K	0.14%	49
2023 Q1	$7.28M	Hold	64,769	–	–	0.15%	51
2022 Q4	$7.26M	Hold	64,769	–	–	0.16%	54
2022 Q3	$6.6M	Sell	64,769 -5,909	-8%	-$677K	0.16%	57
2022 Q2	$7.92M	Hold	70,678	–	–	0.17%	57
2022 Q1	$8.45M	Buy	+70,678	New	+$7.72M	0.17%	64
2020 Q2	–	Sell	-30,192	Closed	-$3M	–	253
2020 Q1	$3M	Hold	30,192	–	–	0.11%	109
2019 Q4	$3.38M	Hold	30,192	–	–	0.11%	141
2019 Q3	$3.44M	Hold	30,192	–	–	0.11%	137
2019 Q2	$3.19M	Buy	+30,192	New	+$3.09M	0.11%	144

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 $47.7B AUM 13.92% 1-Year Est. Return

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

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

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

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

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

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

Richard Bernstein Advisors's ATO Position: Q3 2023 in Review

Richard Bernstein Advisors sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 58,938 shares — an estimated $6.86M sold.

Richard Bernstein Advisors first reported a position in ATO in Q2 2019 and held it in 10 quarters. The position peaked at $8.45M in Q1 2022. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

Richard Bernstein Advisors reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
Richard Bernstein Advisors sold 58,938 Atmos Energy shares in Q3 2023, an estimated $6.86M.
Richard Bernstein Advisors first reported a position in Atmos Energy in Q2 2019 and held it in 10 quarters.
Richard Bernstein Advisors's Atmos Energy position peaked at $8.45M in Q1 2022.
666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Richard Bernstein Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.