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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return