Wintrust Investments’s Atmos Energy ATO Stock Holding History

Wintrust Investments’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	$30K	Buy	218 +1	+0.5%	+$142	0.03%	320
2024 Q3	$30K	Buy	+217	New	+$27.9K	0.02%	399
2020 Q4	–	Sell	-3,356	Closed	-$321K	–	190
2020 Q3	$321K	Sell	3,356 -150	-4%	-$15K	0.04%	260
2020 Q2	$349K	Sell	3,506 -332	-9%	-$33.5K	0.05%	248
2020 Q1	$381K	Buy	3,838 +43	+1%	+$4.73K	0.06%	211
2019 Q4	$425K	Sell	3,795 -50	-1%	-$5.48K	0.06%	233
2019 Q3	$438K	Hold	3,845	–	–	0.07%	221
2019 Q2	$406K	Hold	3,845	–	–	0.06%	230
2019 Q1	$396K	Sell	3,845 -9	-0.2%	-$877	0.06%	237
2018 Q4	$357K	Hold	3,854	–	–	0.07%	230
2018 Q3	$362K	Sell	3,854 -20	-0.5%	-$1.85K	0.06%	260
2018 Q2	$349K	Buy	+3,874	New	+$335K	0.06%	260

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wintrust Investments's ATO Position: Q4 2024 in Review

Wintrust Investments increased its Atmos Energy (ATO) stake by 0.46% in Q4 2024, buying an estimated $142 and bringing the position to 218 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #320.

Wintrust Investments first reported a position in ATO in Q2 2018 and has held it in 12 quarters since. The position peaked at $438K in Q3 2019. 817 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

Wintrust Investments held 218 shares of Atmos Energy worth $30K as of Q4 2024.
Wintrust Investments bought 1 Atmos Energy share in Q4 2024, an estimated $142.
Atmos Energy made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #320 holding.
Wintrust Investments first reported a position in Atmos Energy in Q2 2018 and has held it in 12 quarters since.
Wintrust Investments's Atmos Energy position peaked at $438K in Q3 2019.
817 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.