Syntax Advisors’s Atmos Energy ATO Stock Holding History

Syntax Advisors’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
2023 Q3	$305K	Buy	2,876 +101	+4%	+$11.8K	0.27%	83
2023 Q2	$323K	Sell	2,775 -336	-11%	-$38.9K	0.26%	83
2023 Q1	$350K	Buy	3,111 +203	+7%	+$23.1K	0.26%	78
2022 Q4	$326K	Sell	2,908 -174	-6%	-$19.1K	0.27%	80
2022 Q3	$314K	Buy	3,082 +38	+1%	+$4.35K	0.27%	68
2022 Q2	$341K	Buy	3,044 +184	+6%	+$21.1K	0.29%	50
2022 Q1	$342K	Sell	2,860 -986	-26%	-$108K	0.29%	71
2021 Q4	$403K	Buy	+3,846	New	+$365K	0.3%	51

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syntax Advisors's ATO Position: Q3 2023 in Review

Syntax Advisors increased its Atmos Energy (ATO) stake by 3.6% in Q3 2023, buying an estimated $11.8K and bringing the position to 2,876 shares worth $305K. The position accounts for 0.27% of the portfolio, ranked #83.

Syntax Advisors first reported a position in ATO in Q4 2021 and has held it in 8 quarters since. The position peaked at $403K in Q4 2021. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

Syntax Advisors held 2,876 shares of Atmos Energy worth $305K as of Q3 2023.
Syntax Advisors bought 101 Atmos Energy shares in Q3 2023, an estimated $11.8K.
Atmos Energy made up 0.27% of Syntax Advisors's portfolio in Q3 2023, its #83 holding.
Syntax Advisors first reported a position in Atmos Energy in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Atmos Energy position peaked at $403K in Q4 2021.
666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.