TFO Wealth Partners’s Atmos Energy ATO Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-6	Closed	-$695	–	805
2023 Q4	$695	Hold	6	–	–	﹤0.01%	262
2023 Q3	$698	Buy	+6	New	+$700	﹤0.01%	365

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

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

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

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

TFO Wealth Partners's ATO Position: Q1 2024 in Review

TFO Wealth Partners sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 6 shares — an estimated $695 sold.

TFO Wealth Partners first reported a position in ATO in Q3 2023 and held it in 2 quarters. The position peaked at $698 in Q3 2023. 731 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

TFO Wealth Partners reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 6 Atmos Energy shares in Q1 2024, an estimated $695.
TFO Wealth Partners first reported a position in Atmos Energy in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Atmos Energy position peaked at $698 in Q3 2023.
731 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.