Adams Chetwood Wealth Management’s AptarGroup ATR Stock Holding History

Adams Chetwood Wealth Management’s Portfolio ATR Stock Details ATR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$292K	Buy	2,483 +8	+0.3%	+$940	0.17%	69
2021 Q4	$303K	Sell	2,475 -200	-7%	-$24.9K	0.21%	63
2021 Q3	$319K	Hold	2,675	–	–	0.23%	65
2021 Q2	$377K	Hold	2,675	–	–	0.27%	63
2021 Q1	$379K	Hold	2,675	–	–	0.29%	62
2020 Q4	$366K	Hold	2,675	–	–	0.3%	59
2020 Q3	$303K	Hold	2,675	–	–	0.29%	58
2020 Q2	$300K	Hold	2,675	–	–	0.31%	60
2020 Q1	$288K	Hold	2,675	–	–	0.34%	58
2019 Q4	$309K	Buy	+2,675	New	+$304K	0.32%	55

Other funds holding ATR

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 Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Adams Chetwood Wealth Management's ATR Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its AptarGroup (ATR) stake by 0.32% in Q1 2022, buying an estimated $940 and bringing the position to 2,483 shares worth $292K. The position accounts for 0.17% of the portfolio, ranked #69.

Adams Chetwood Wealth Management first reported a position in ATR in Q4 2019 and has held it in 10 quarters since. The position peaked at $379K in Q1 2021. 410 funds tracked by Wall St. Rank hold ATR as of Q1 2022.

Adams Chetwood Wealth Management held 2,483 shares of AptarGroup worth $292K as of Q1 2022.
Adams Chetwood Wealth Management bought 8 AptarGroup shares in Q1 2022, an estimated $940.
AptarGroup made up 0.17% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #69 holding.
Adams Chetwood Wealth Management first reported a position in AptarGroup in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's AptarGroup position peaked at $379K in Q1 2021.
410 funds tracked by Wall St. Rank held AptarGroup as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.