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

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

Aristotle Capital Management

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

Wellington Management Group

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

American Century Companies

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

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

Geode Capital Management

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