Systematic Portfolios’s Atmos Energy ATO Stock Holding History

Systematic Portfolios’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	-1,816	Closed	-$212K	–	8
2024 Q2	$212K	Buy	+1,816	New	+$212K	1.47%	44

Other funds holding ATO

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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 $1.02T AUM 30.18% 1-Year Est. Return

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

Systematic Portfolios's ATO Position: Q3 2024 in Review

Systematic Portfolios sold out of Atmos Energy (ATO) in Q3 2024, closing a stake of 1,816 shares — an estimated $212K sold.

Systematic Portfolios first reported a position in ATO in Q2 2024 and held it in 1 quarter. The position peaked at $212K in Q2 2024. 755 funds tracked by Wall St. Rank hold ATO as of Q3 2024.

Systematic Portfolios reported no remaining Atmos Energy position as of Q3 2024 after selling out during the quarter.
Systematic Portfolios sold 1,816 Atmos Energy shares in Q3 2024, an estimated $212K.
Systematic Portfolios first reported a position in Atmos Energy in Q2 2024 and held it in 1 quarter.
Systematic Portfolios's Atmos Energy position peaked at $212K in Q2 2024.
755 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2024.

Based on Systematic Portfolios's 13F filing for Q3 2024.