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Telemus Capital’s Atmos Energy ATO Stock Holding History

Telemus Capital’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
Q4 		$1.02M Sell
8,776
-1,090
-11% -$122K 0.08% 162
2023
Q3 		$1.05M Buy
9,866
+283
+3% +$33K 0.1% 148
2023
Q2 		$1.11M Sell
9,583
-748
-7% -$86.6K 0.09% 154
2023
Q1 		$1.16M Buy
10,331
+831
+9% +$94.5K 0.1% 159
2022
Q4 		$1.07M Sell
9,500
-133
-1% -$14.6K 0.1% 166
2022
Q3 		$981K Buy
9,633
+1,524
+19% +$175K 0.1% 157
2022
Q2 		$909K Buy
8,109
+2,514
+45% +$288K 0.09% 179
2022
Q1 		$669K Buy
+5,595
New +$611K 0.06% 206

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Telemus Capital's ATO Position: Q4 2023 in Review

Telemus Capital reduced its Atmos Energy (ATO) stake by 11% in Q4 2023, selling an estimated $122K and leaving 8,776 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #162.

Telemus Capital first reported a position in ATO in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.16M in Q1 2023. 722 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

  • Telemus Capital held 8,776 shares of Atmos Energy worth $1.02M as of Q4 2023.
  • Telemus Capital sold 1,090 Atmos Energy shares in Q4 2023, an estimated $122K.
  • Atmos Energy made up 0.08% of Telemus Capital's portfolio in Q4 2023, its #162 holding.
  • Telemus Capital first reported a position in Atmos Energy in Q1 2022 and has held it in 8 quarters since.
  • Telemus Capital's Atmos Energy position peaked at $1.16M in Q1 2023.
  • 722 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.