Symmetry Partners’s Atmos Energy ATO Stock Holding History

Symmetry Partners’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 Q3	–	Sell	-1,876	Closed	-$219K	–	125
2024 Q2	$219K	Hold	1,876	–	–	0.01%	479
2024 Q1	$223K	Hold	1,876	–	–	0.02%	507
2023 Q4	$218K	Sell	1,876 -2,636	-58%	-$295K	0.01%	475
2023 Q3	$478K	Hold	4,512	–	–	0.03%	311
2023 Q2	$525K	Hold	4,512	–	–	0.03%	322
2023 Q1	$507K	Hold	4,512	–	–	0.03%	319
2022 Q4	$506K	Buy	4,512 +1,814	+67%	+$200K	0.03%	322
2022 Q3	$275K	Hold	2,698	–	–	0.02%	466
2022 Q2	$302K	Hold	2,698	–	–	0.02%	467
2022 Q1	$322K	Hold	2,698	–	–	0.02%	489
2021 Q4	$283K	Hold	2,698	–	–	0.02%	529
2021 Q3	$243K	Hold	2,698	–	–	0.02%	596
2021 Q2	$259K	Hold	2,698	–	–	0.02%	600
2021 Q1	$267K	Hold	2,698	–	–	0.02%	576
2020 Q4	$257K	Hold	2,698	–	–	0.02%	550
2020 Q3	$258K	Buy	2,698 +505	+23%	+$50.4K	0.02%	522
2020 Q2	$218K	Hold	2,193	–	–	0.03%	280
2020 Q1	$218K	Sell	2,193 -1,007	-31%	-$111K	0.05%	260
2019 Q4	$358K	Hold	3,200	–	–	0.07%	220
2019 Q3	$364K	Sell	3,200 -626	-16%	-$68.4K	0.08%	223
2019 Q2	$404K	Sell	3,826 -384	-9%	-$39.3K	0.08%	195
2019 Q1	$433K	Buy	+4,210	New	+$410K	0.07%	174

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Symmetry Partners's ATO Position: Q3 2024 in Review

Symmetry Partners sold out of Atmos Energy (ATO) in Q3 2024, closing a stake of 1,876 shares — an estimated $219K sold.

Symmetry Partners first reported a position in ATO in Q1 2019 and held it in 22 quarters. The position peaked at $525K in Q2 2023. 755 funds tracked by Wall St. Rank hold ATO as of Q3 2024.

Symmetry Partners reported no remaining Atmos Energy position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 1,876 Atmos Energy shares in Q3 2024, an estimated $219K.
Symmetry Partners first reported a position in Atmos Energy in Q1 2019 and held it in 22 quarters.
Symmetry Partners's Atmos Energy position peaked at $525K in Q2 2023.
755 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.