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Atticus Wealth Management’s AptarGroup ATR Stock Holding History

Atticus 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
2025
Q3 		– Sell
-60
Closed -$9.39K – 227
2025
Q2 		$9.39K Hold
60
– – ﹤0.01% 484
2025
Q1 		$8.9K Hold
60
– – ﹤0.01% 390
2024
Q4 		$9.43K Hold
60
– – ﹤0.01% 400
2024
Q3 		$9.61K Sell
60
-6
-9% -$889 ﹤0.01% 394
2024
Q2 		$9.29K Hold
66
– – ﹤0.01% 393
2024
Q1 		$9.5K Hold
66
– – ﹤0.01% 406
2023
Q4 		$8.16K Hold
66
– – ﹤0.01% 421
2023
Q3 		$8.25K Hold
66
– – ﹤0.01% 424
2023
Q2 		$7.65K Hold
66
– – ﹤0.01% 420
2023
Q1 		$7.8K Hold
66
– – ﹤0.01% 400
2022
Q4 		$7.26K Sell
66
-150
-69% -$15.4K ﹤0.01% 411
2022
Q3 		$22K Hold
216
– – 0.01% 300
2022
Q2 		$22K Buy
216
+150
+227% +$16.4K 0.01% 327
2022
Q1 		$8K Sell
66
-150
-69% -$17.6K ﹤0.01% 418
2021
Q4 		$26K Buy
+216
New +$26.9K 0.01% 290

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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