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Sugarloaf Wealth Management’s Atmos Energy ATO Stock Holding History

Sugarloaf Wealth 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
Q4 		$16.3K Buy
117
+1
+0.9% +$142 ﹤0.01% 429
2024
Q3 		$16.1K Buy
+116
New +$14.9K ﹤0.01% 445

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sugarloaf Wealth Management's ATO Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Atmos Energy (ATO) stake by 0.86% in Q4 2024, buying an estimated $142 and bringing the position to 117 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Sugarloaf Wealth Management first reported a position in ATO in Q3 2024 and has held it in 2 quarters since. 816 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • Sugarloaf Wealth Management held 117 shares of Atmos Energy worth $16.3K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 Atmos Energy share in Q4 2024, an estimated $142.
  • Atmos Energy made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #429 holding.
  • Sugarloaf Wealth Management first reported a position in Atmos Energy in Q3 2024 and has held it in 2 quarters since.
  • 816 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.