TrustCore Financial Services’s Atmos Energy ATO Stock Holding History

TrustCore Financial Services’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 Q4	$113K	Buy	1,006 +45	+5%	+$4.95K	0.01%	333
2022 Q3	$98K	Hold	961	–	–	0.01%	349
2022 Q2	$108K	Hold	961	–	–	0.01%	332
2022 Q1	$115K	Hold	961	–	–	0.01%	340
2021 Q4	$101K	Hold	961	–	–	0.01%	341
2021 Q3	$85K	Hold	961	–	–	0.01%	372
2021 Q2	$92K	Hold	961	–	–	0.01%	360
2021 Q1	$95K	Hold	961	–	–	0.01%	338
2020 Q4	$92K	Hold	961	–	–	0.01%	337
2020 Q3	$92K	Sell	961 -200	-17%	-$20K	0.01%	313
2020 Q2	$116K	Buy	1,161 +200	+21%	+$20.2K	0.02%	287
2020 Q1	$95K	Hold	961	–	–	0.02%	280
2019 Q4	$107K	Sell	961 -112	-10%	-$12.3K	0.02%	278
2019 Q3	$122K	Hold	1,073	–	–	0.03%	254
2019 Q2	$113K	Hold	1,073	–	–	0.03%	244
2019 Q1	$110K	Hold	1,073	–	–	0.03%	206
2018 Q4	$99K	Sell	1,073 -57	-5%	-$5.45K	0.05%	96
2018 Q3	$106K	Hold	1,130	–	–	0.03%	208
2018 Q2	$102K	Hold	1,130	–	–	0.04%	206
2018 Q1	$95K	Sell	1,130 -97	-8%	-$7.9K	0.04%	202
2017 Q4	$105K	Buy	+1,227	New	+$108K	0.04%	192

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

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

TrustCore Financial Services's ATO Position: Q4 2022 in Review

TrustCore Financial Services increased its Atmos Energy (ATO) stake by 4.7% in Q4 2022, buying an estimated $4.95K and bringing the position to 1,006 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #333.

TrustCore Financial Services first reported a position in ATO in Q4 2017 and has held it in 21 quarters since. The position peaked at $122K in Q3 2019. 662 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

TrustCore Financial Services held 1,006 shares of Atmos Energy worth $113K as of Q4 2022.
TrustCore Financial Services bought 45 Atmos Energy shares in Q4 2022, an estimated $4.95K.
Atmos Energy made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #333 holding.
TrustCore Financial Services first reported a position in Atmos Energy in Q4 2017 and has held it in 21 quarters since.
TrustCore Financial Services's Atmos Energy position peaked at $122K in Q3 2019.
662 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.