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Alliance Wealth Advisors (Utah)’s AptarGroup ATR Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q3 		– Sell
-1,735
Closed -$271K – 284
2025
Q2 		$271K Sell
1,735
-63
-4% -$9.52K 0.07% 236
2025
Q1 		$267K Sell
1,798
-126
-7% -$19K 0.07% 230
2024
Q4 		$302K Buy
+1,924
New +$321K 0.08% 214

Other funds holding ATR

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s ATR Position: Q3 2025 in Review

Alliance Wealth Advisors (Utah) sold out of AptarGroup (ATR) in Q3 2025, closing a stake of 1,735 shares — an estimated $271K sold.

Alliance Wealth Advisors (Utah) first reported a position in ATR in Q4 2024 and held it in 3 quarters. The position peaked at $302K in Q4 2024. 497 funds tracked by Wall St. Rank hold ATR as of Q3 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining AptarGroup position as of Q3 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,735 AptarGroup shares in Q3 2025, an estimated $271K.
  • Alliance Wealth Advisors (Utah) first reported a position in AptarGroup in Q4 2024 and held it in 3 quarters.
  • Alliance Wealth Advisors (Utah)'s AptarGroup position peaked at $302K in Q4 2024.
  • 497 funds tracked by Wall St. Rank held AptarGroup as of Q3 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2025, filed 10 Nov 2025.