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Synergy Asset Management’s Atmos Energy ATO Stock Holding History

Synergy Asset 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
2022
Q1 		– Sell
-31,439
Closed -$3.29M – 98
2021
Q4 		$3.29M Buy
+31,439
New +$2.98M 0.78% 42

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Synergy Asset Management's ATO Position: Q1 2022 in Review

Synergy Asset Management sold out of Atmos Energy (ATO) in Q1 2022, closing a stake of 31,439 shares — an estimated $3.29M sold.

Synergy Asset Management first reported a position in ATO in Q4 2021 and held it in 1 quarter. The position peaked at $3.29M in Q4 2021. 607 funds tracked by Wall St. Rank hold ATO as of Q1 2022.

  • Synergy Asset Management reported no remaining Atmos Energy position as of Q1 2022 after selling out during the quarter.
  • Synergy Asset Management sold 31,439 Atmos Energy shares in Q1 2022, an estimated $3.29M.
  • Synergy Asset Management first reported a position in Atmos Energy in Q4 2021 and held it in 1 quarter.
  • Synergy Asset Management's Atmos Energy position peaked at $3.29M in Q4 2021.
  • 607 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2022.

Based on Synergy Asset Management's 13F filing for Q1 2022, filed 5 May 2022.