Arkadios Wealth Advisors’s AptarGroup ATR Stock Holding History

Arkadios Wealth Advisors’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
2021 Q3	–	Sell	-28	Closed	-$3K	–	1864
2021 Q2	$3K	Buy	+28	New	+$4.13K	﹤0.01%	1799

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

ACM

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

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

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

CIP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Arkadios Wealth Advisors's ATR Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of AptarGroup (ATR) in Q3 2021, closing a stake of 28 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in ATR in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 420 funds tracked by Wall St. Rank hold ATR as of Q3 2021.

Arkadios Wealth Advisors reported no remaining AptarGroup position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 28 AptarGroup shares in Q3 2021, an estimated $3K.
Arkadios Wealth Advisors first reported a position in AptarGroup in Q2 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's AptarGroup position peaked at $3K in Q2 2021.
420 funds tracked by Wall St. Rank held AptarGroup as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.