AE Wealth Management’s AptarGroup ATR Stock Holding History

AE 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
2026 Q1	$19.1M	Sell	151,735 -182,972	-55%	-$23.8M	0.1%	212
2025 Q4	$40.8M	Buy	334,707 +104,076	+45%	+$12.9M	0.23%	100
2025 Q3	$30.8M	Buy	230,631 +40,731	+21%	+$5.89M	0.2%	117
2025 Q2	$29.7M	Buy	189,900 +7,198	+4%	+$1.09M	0.22%	106
2025 Q1	$27.1M	Buy	182,702 +24,047	+15%	+$3.62M	0.23%	102
2024 Q4	$24.9M	Buy	158,655 +28,159	+22%	+$4.7M	0.21%	109
2024 Q3	$20.9M	Buy	130,496 +24,931	+24%	+$3.69M	0.19%	128
2024 Q2	$14.9M	Buy	105,565 +33,436	+46%	+$4.84M	0.15%	168
2024 Q1	$10.4M	Buy	72,129 +13,946	+24%	+$1.89M	0.12%	214
2023 Q4	$7.66M	Buy	58,183 +25,941	+80%	+$3.26M	0.04%	465
2023 Q3	$4.03M	Buy	32,242 +11,161	+53%	+$1.37M	0.02%	605
2023 Q2	$2.44M	Buy	21,081 +5,081	+32%	+$596K	0.01%	781
2023 Q1	$1.89M	Buy	16,000 +1,897	+13%	+$216K	0.01%	830
2022 Q4	$1.55M	Buy	14,103 +1,031	+8%	+$106K	0.01%	833
2022 Q3	$1.24M	Buy	+13,072	New	+$1.36M	0.01%	864

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Victory Capital Management

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Geode Capital Management

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Dimensional Fund Advisors

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Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return