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Roosevelt Investment Group’s Atmos Energy ATO Stock Holding History

Roosevelt Investment Group’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
2022
Q3 		$662K Buy
6,500
+1,500
+30% +$172K 0.05% 153
2022
Q2 		$560K Hold
5,000
– – 0.04% 171
2022
Q1 		$597K Hold
5,000
– – 0.04% 180
2021
Q4 		$524K Buy
+5,000
New +$474K 0.03% 187

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Roosevelt Investment Group's ATO Position: Q3 2022 in Review

Roosevelt Investment Group increased its Atmos Energy (ATO) stake by 30% in Q3 2022, buying an estimated $172K and bringing the position to 6,500 shares worth $662K. The position accounts for 0.05% of the portfolio, ranked #153.

Roosevelt Investment Group first reported a position in ATO in Q4 2021 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

  • Roosevelt Investment Group held 6,500 shares of Atmos Energy worth $662K as of Q3 2022.
  • Roosevelt Investment Group bought 1,500 Atmos Energy shares in Q3 2022, an estimated $172K.
  • Atmos Energy made up 0.05% of Roosevelt Investment Group's portfolio in Q3 2022, its #153 holding.
  • Roosevelt Investment Group first reported a position in Atmos Energy in Q4 2021 and has held it in 4 quarters since.
  • 630 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.