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 $5.7T AUM 30.48% 1-Year Est. Return

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

Aristotle Capital Management

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

American Century Companies

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

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

Geode Capital Management

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

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return