Sonora Investment Management’s Atmos Energy ATO Stock Holding History

Sonora Investment 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
2021 Q3	$26K	Sell	300 -145	-33%	-$14K	﹤0.01%	558
2021 Q2	$43K	Sell	445 -275	-38%	-$27.6K	0.01%	423
2021 Q1	$71K	Hold	720	–	–	0.01%	490
2020 Q4	$69K	Hold	720	–	–	0.01%	512
2020 Q3	$69K	Hold	720	–	–	0.01%	477
2020 Q2	$72K	Sell	720 -25	-3%	-$2.52K	0.01%	403
2020 Q1	$74K	Hold	745	–	–	0.01%	367
2019 Q4	$83K	Buy	+745	New	+$81.7K	0.01%	382
2019 Q3	–	Sell	-503	Closed	-$53K	–	1695
2019 Q2	$53K	Buy	+503	New	+$51.5K	0.01%	491

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

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

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 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

Sonora Investment Management's ATO Position: Q3 2021 in Review

Sonora Investment Management reduced its Atmos Energy (ATO) stake by 33% in Q3 2021, selling an estimated $14K and leaving 300 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Sonora Investment Management first reported a position in ATO in Q2 2019 and has held it in 9 quarters since. The position peaked at $83K in Q4 2019. 535 funds tracked by Wall St. Rank hold ATO as of Q3 2021.

Sonora Investment Management held 300 shares of Atmos Energy worth $26K as of Q3 2021.
Sonora Investment Management sold 145 Atmos Energy shares in Q3 2021, an estimated $14K.
Atmos Energy made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #558 holding.
Sonora Investment Management first reported a position in Atmos Energy in Q2 2019 and has held it in 9 quarters since.
Sonora Investment Management's Atmos Energy position peaked at $83K in Q4 2019.
535 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.