AWM
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Avior Wealth Management’s AptarGroup ATR Stock Holding History

Avior 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
Q1 		– Sell
-2
Closed -$314 – 852
2024
Q4 		$314 Buy
+2
New +$334 ﹤0.01% 2325
2024
Q2 		– Sell
-1
Closed -$143 – 2376
2024
Q1 		$143 Buy
+1
New +$135 ﹤0.01% 3025

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Avior Wealth Management's ATR Position: Q1 2025 in Review

Avior Wealth Management sold out of AptarGroup (ATR) in Q1 2025, closing a stake of 2 shares — an estimated $314 sold.

Avior Wealth Management first reported a position in ATR in Q1 2024 and held it in 2 quarters. The position peaked at $314 in Q4 2024. 493 funds tracked by Wall St. Rank hold ATR as of Q1 2025.

  • Avior Wealth Management reported no remaining AptarGroup position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2 AptarGroup shares in Q1 2025, an estimated $314.
  • Avior Wealth Management first reported a position in AptarGroup in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's AptarGroup position peaked at $314 in Q4 2024.
  • 493 funds tracked by Wall St. Rank held AptarGroup as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.