Stonebridge Capital Advisors’s Atmos Energy ATO Stock Holding History

Stonebridge Capital 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 Q4	–	Sell	-1,000	Closed	-$106K	–	257
2023 Q3	$106K	Hold	1,000	–	–	0.01%	268
2023 Q2	$116K	Hold	1,000	–	–	0.01%	254
2023 Q1	$112K	Hold	1,000	–	–	0.01%	262
2022 Q4	$112K	Hold	1,000	–	–	0.01%	268
2022 Q3	$102K	Hold	1,000	–	–	0.01%	266
2022 Q2	$112K	Hold	1,000	–	–	0.01%	263
2022 Q1	$119K	Sell	1,000 -165	-14%	-$18K	0.01%	261
2021 Q4	$122K	Buy	1,165 +165	+17%	+$15.6K	0.01%	247
2021 Q3	$88K	Sell	1,000 -1,000	-50%	-$96.7K	0.01%	278
2021 Q2	$195K	Buy	2,000 +1,000	+100%	+$100K	0.01%	261
2021 Q1	$99K	Buy	+1,000	New	+$91K	0.01%	260
2020 Q3	–	Sell	-1,000	Closed	-$100K	–	218
2020 Q2	$100K	Hold	1,000	–	–	0.02%	225
2020 Q1	$99K	Hold	1,000	–	–	0.02%	207
2019 Q4	$112K	Sell	1,000 -13	-1%	-$1.43K	0.02%	231
2019 Q3	$115K	Hold	1,013	–	–	0.02%	220
2019 Q2	$107K	Buy	+1,013	New	+$104K	0.02%	223

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

Wellington Management Group

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

Aristotle Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

American Century Companies

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return