AF
ATR icon

Allworth Financial’s AptarGroup ATR Stock Holding History

Allworth Financial’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 		$734K Buy
5,821
+873
+18% +$114K ﹤0.01% 810
2025
Q4 		$603K Buy
4,948
+147
+3% +$18.2K ﹤0.01% 856
2025
Q3 		$642K Buy
4,801
+13
+0.3% +$1.88K ﹤0.01% 800
2025
Q2 		$749K Buy
4,788
+26
+0.5% +$3.93K ﹤0.01% 717
2025
Q1 		$721K Buy
4,762
+43
+0.9% +$6.47K ﹤0.01% 608
2024
Q4 		$751K Sell
4,719
-37
-0.8% -$6.18K ﹤0.01% 595
2024
Q3 		$762K Sell
4,756
-3
-0.1% -$445 ﹤0.01% 488
2024
Q2 		$695K Buy
4,759
+92
+2% +$13.3K ﹤0.01% 496
2024
Q1 		$672K Buy
4,667
+9
+0.2% +$1.22K ﹤0.01% 487
2023
Q4 		$576K Buy
4,658
+26
+0.6% +$3.27K ﹤0.01% 494
2023
Q3 		$579K Buy
4,632
+13
+0.3% +$1.59K 0.01% 451
2023
Q2 		$535K Buy
4,619
+8
+0.2% +$938 ﹤0.01% 484
2023
Q1 		$545K Buy
4,611
+21
+0.5% +$2.39K 0.01% 453
2022
Q4 		$505K Hold
4,590
– – 0.01% 453
2022
Q3 		$436K Sell
4,590
-955
-17% -$99.4K 0.01% 451
2022
Q2 		$572K Buy
5,545
+2,496
+82% +$272K 0.01% 378
2022
Q1 		$358K Sell
3,049
-69
-2% -$8.11K ﹤0.01% 453
2021
Q4 		$382K Buy
+3,118
New +$388K 0.01% 416

Other funds holding ATR

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return