Stonebridge Financial Planning Group’s Atmos Energy ATO Stock Holding History

Stonebridge Financial Planning 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 Q1	–	Sell	-150	Closed	-$16K	–	133
2021 Q4	$16K	Hold	150	–	–	0.01%	305
2021 Q3	$14K	Hold	150	–	–	0.01%	317
2021 Q2	$15K	Hold	150	–	–	0.01%	323
2021 Q1	$15K	Hold	150	–	–	0.01%	326
2020 Q4	$14K	Sell	150 -50	-25%	-$4.82K	0.01%	300
2020 Q3	$19K	Hold	200	–	–	0.01%	268
2020 Q2	$20K	Hold	200	–	–	0.02%	266
2020 Q1	$21K	Hold	200	–	–	0.02%	238
2019 Q4	$22K	Buy	+200	New	+$21.9K	0.02%	233

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Geode Capital Management

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

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return