AW
ATR icon

Avion Wealth’s AptarGroup ATR Stock Holding History

Avion Wealth’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 		$1K Hold
8
– – ﹤0.01% 966
2025
Q4 		$0 Buy
8
+4
+100% +$494 ﹤0.01% 1220
2025
Q3 		$0 Hold
4
– – ﹤0.01% 1188
2025
Q2 		$0 Hold
4
– – ﹤0.01% 1152
2025
Q1 		$0 Buy
+4
New +$602 ﹤0.01% 1009
2024
Q4 		– Sell
-4
Closed – – 997
2024
Q3 		$0 Hold
4
– – ﹤0.01% 989
2024
Q2 		$0 Hold
4
– – ﹤0.01% 903
2024
Q1 		$1K Sell
4
-5
-56% -$677 ﹤0.01% 847
2023
Q4 		$1K Buy
9
+4
+80% +$503 ﹤0.01% 683
2023
Q3 		$0 Hold
5
– – ﹤0.01% 806
2023
Q2 		$0 Hold
5
– – ﹤0.01% 712
2023
Q1 		$0 Buy
+5
New +$569 ﹤0.01% 533

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