Tarbox Family Office’s Atmos Energy ATO Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-26	Closed	-$3K	–	186
2022 Q1	$3K	Sell	26 -135	-84%	-$14.7K	﹤0.01%	650
2021 Q4	$17K	Hold	161	–	–	﹤0.01%	368
2021 Q3	$14K	Hold	161	–	–	﹤0.01%	430
2021 Q2	$15K	Hold	161	–	–	﹤0.01%	417
2021 Q1	$16K	Hold	161	–	–	﹤0.01%	344
2020 Q4	$15K	Hold	161	–	–	﹤0.01%	337
2020 Q3	$15K	Hold	161	–	–	﹤0.01%	324
2020 Q2	$16K	Sell	161 -200	-55%	-$20.2K	﹤0.01%	297
2020 Q1	$36K	Sell	361 -215	-37%	-$23.6K	0.01%	188
2019 Q4	$64K	Buy	576 +541	+1,546%	+$59.3K	0.02%	167
2019 Q3	$4K	Hold	35	–	–	﹤0.01%	486
2019 Q2	$4K	Buy	+35	New	+$3.58K	﹤0.01%	485

Other funds holding ATO

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Tarbox Family Office's ATO Position: Q2 2022 in Review

Tarbox Family Office sold out of Atmos Energy (ATO) in Q2 2022, closing a stake of 26 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in ATO in Q2 2019 and held it in 12 quarters. The position peaked at $64K in Q4 2019. 618 funds tracked by Wall St. Rank hold ATO as of Q2 2022.

Tarbox Family Office reported no remaining Atmos Energy position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 26 Atmos Energy shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in Atmos Energy in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Atmos Energy position peaked at $64K in Q4 2019.
618 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.