Smith Group Asset Management’s Atmos Energy ATO Stock Holding History

Smith Group Asset Management’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 Q2	–	Sell	-41,330	Closed	-$4.91M	–	141
2024 Q1	$4.91M	Sell	41,330 -17,500	-30%	-$2.01M	0.28%	81
2023 Q4	$6.82M	Buy	+58,830	New	+$6.57M	0.4%	77
2022 Q1	$9.9M	Hold	82,830	–	–	0.52%	60
2021 Q4	$8.68M	Buy	+82,830	New	+$7.85M	0.4%	64
2021 Q3	–	Sell	-82,830	Closed	-$7.96M	–	374
2021 Q2	$7.96M	Hold	82,830	–	–	0.39%	65
2021 Q1	$8.19M	Buy	+82,830	New	+$7.54M	0.43%	62

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Smith Group Asset Management's ATO Position: Q2 2024 in Review

Smith Group Asset Management sold out of Atmos Energy (ATO) in Q2 2024, closing a stake of 41,330 shares — an estimated $4.91M sold.

Smith Group Asset Management first reported a position in ATO in Q1 2021 and held it in 6 quarters. The position peaked at $9.9M in Q1 2022. 734 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

Smith Group Asset Management reported no remaining Atmos Energy position as of Q2 2024 after selling out during the quarter.
Smith Group Asset Management sold 41,330 Atmos Energy shares in Q2 2024, an estimated $4.91M.
Smith Group Asset Management first reported a position in Atmos Energy in Q1 2021 and held it in 6 quarters.
Smith Group Asset Management's Atmos Energy position peaked at $9.9M in Q1 2022.
734 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on Smith Group Asset Management's 13F filing for Q2 2024, filed 31 Jul 2024.