Avantax Advisory Services’s AptarGroup ATR Stock Holding History

Avantax Advisory Services’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 Q2	$323K	Sell	2,067 -189	-8%	-$28.5K	﹤0.01%	1848
2025 Q1	$335K	Buy	2,256 +348	+18%	+$52.4K	﹤0.01%	1760
2024 Q4	$300K	Buy	1,908 +448	+31%	+$74.8K	﹤0.01%	1778
2024 Q3	$234K	Buy	+1,460	New	+$216K	﹤0.01%	1921
2021 Q3	–	Sell	-1,439	Closed	-$205K	–	1180
2021 Q2	$205K	Sell	1,439 -108	-7%	-$15.9K	﹤0.01%	1072
2021 Q1	$222K	Sell	1,547 -59	-4%	-$8.14K	﹤0.01%	932
2020 Q4	$220K	Sell	1,606 -1,367	-46%	-$170K	0.01%	844
2020 Q3	$337K	Sell	2,973 -2,750	-48%	-$322K	0.01%	968
2020 Q2	$639K	Sell	5,723 -90	-2%	-$9.58K	0.02%	427
2020 Q1	$577K	Sell	5,813 -162	-3%	-$17.6K	0.02%	410
2019 Q4	$690K	Buy	5,975 +3,131	+110%	+$356K	0.02%	404
2019 Q3	$336K	Buy	+2,844	New	+$344K	0.01%	409

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Avantax Advisory Services's ATR Position: Q2 2025 in Review

Avantax Advisory Services reduced its AptarGroup (ATR) stake by 8.4% in Q2 2025, selling an estimated $28.5K and leaving 2,067 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Avantax Advisory Services first reported a position in ATR in Q3 2019 and has held it in 12 quarters since. The position peaked at $690K in Q4 2019. 504 funds tracked by Wall St. Rank hold ATR as of Q2 2025.

Avantax Advisory Services held 2,067 shares of AptarGroup worth $323K as of Q2 2025.
Avantax Advisory Services sold 189 AptarGroup shares in Q2 2025, an estimated $28.5K.
AptarGroup made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1848 holding.
Avantax Advisory Services first reported a position in AptarGroup in Q3 2019 and has held it in 12 quarters since.
Avantax Advisory Services's AptarGroup position peaked at $690K in Q4 2019.
504 funds tracked by Wall St. Rank held AptarGroup as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.