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B.O.S.S. Retirement Advisors’s AptarGroup ATR Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-3,406
Closed -$546K – 185
2024
Q3 		$546K Buy
3,406
+825
+32% +$122K 0.11% 143
2024
Q2 		$363K Buy
+2,581
New +$373K 0.09% 137

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

B.O.S.S. Retirement Advisors's ATR Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of AptarGroup (ATR) in Q4 2024, closing a stake of 3,406 shares — an estimated $546K sold.

B.O.S.S. Retirement Advisors first reported a position in ATR in Q2 2024 and held it in 2 quarters. The position peaked at $546K in Q3 2024. 503 funds tracked by Wall St. Rank hold ATR as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining AptarGroup position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 3,406 AptarGroup shares in Q4 2024, an estimated $546K.
  • B.O.S.S. Retirement Advisors first reported a position in AptarGroup in Q2 2024 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's AptarGroup position peaked at $546K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held AptarGroup as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.