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TrinityPoint Wealth’s Atmos Energy ATO Stock Holding History

TrinityPoint Wealth’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
Q4 		$971K Buy
6,974
+5
+0.1% +$711 0.14% 161
2024
Q3 		$967K Sell
6,969
-29
-0.4% -$3.73K 0.14% 156
2024
Q2 		$816K Sell
6,998
-28
-0.4% -$3.26K 0.13% 160
2024
Q1 		$835K Sell
7,026
-20
-0.3% -$2.29K 0.14% 154
2023
Q4 		$817K Sell
7,046
-24
-0.3% -$2.68K 0.15% 144
2023
Q3 		$749K Buy
7,070
+46
+0.7% +$5.37K 0.15% 141
2023
Q2 		$817K Buy
7,024
+117
+2% +$13.5K 0.16% 130
2023
Q1 		$776K Buy
6,907
+58
+0.8% +$6.6K 0.17% 130
2022
Q4 		$768K Buy
6,849
+374
+6% +$41.1K 0.17% 130
2022
Q3 		$659K Buy
6,475
+355
+6% +$40.7K 0.15% 138
2022
Q2 		$686K Sell
6,120
-16
-0.3% -$1.83K 0.15% 128
2022
Q1 		$733K Buy
6,136
+31
+0.5% +$3.39K 0.13% 138
2021
Q4 		$640K Buy
+6,105
New +$579K 0.11% 152

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TrinityPoint Wealth's ATO Position: Q4 2024 in Review

TrinityPoint Wealth increased its Atmos Energy (ATO) stake by 0.07% in Q4 2024, buying an estimated $711 and bringing the position to 6,974 shares worth $971K. The position accounts for 0.14% of the portfolio, ranked #161.

TrinityPoint Wealth first reported a position in ATO in Q4 2021 and has held it in 13 quarters since. 816 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • TrinityPoint Wealth held 6,974 shares of Atmos Energy worth $971K as of Q4 2024.
  • TrinityPoint Wealth bought 5 Atmos Energy shares in Q4 2024, an estimated $711.
  • Atmos Energy made up 0.14% of TrinityPoint Wealth's portfolio in Q4 2024, its #161 holding.
  • TrinityPoint Wealth first reported a position in Atmos Energy in Q4 2021 and has held it in 13 quarters since.
  • 816 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.