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Sun Life Financial’s Atmos Energy ATO Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-75
Closed -$7K – 117
2021
Q1 		$7K Buy
75
+1
+1% +$91 ﹤0.01% 446
2020
Q4 		$7K Buy
74
+1
+1% +$96 ﹤0.01% 421
2020
Q3 		$7K Buy
+73
New +$7.29K ﹤0.01% 400

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sun Life Financial's ATO Position: Q2 2021 in Review

Sun Life Financial sold out of Atmos Energy (ATO) in Q2 2021, closing a stake of 75 shares — an estimated $7K sold.

Sun Life Financial first reported a position in ATO in Q3 2020 and held it in 3 quarters. The position peaked at $7K in Q1 2021. 547 funds tracked by Wall St. Rank hold ATO as of Q2 2021.

  • Sun Life Financial reported no remaining Atmos Energy position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 75 Atmos Energy shares in Q2 2021, an estimated $7K.
  • Sun Life Financial first reported a position in Atmos Energy in Q3 2020 and held it in 3 quarters.
  • Sun Life Financial's Atmos Energy position peaked at $7K in Q1 2021.
  • 547 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.