B. Riley Wealth Advisors’s AptarGroup ATR Stock Holding History

B. Riley Wealth 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	$201K	Sell	1,277 -76	-6%	-$12.7K	0.01%	1043
2024 Q3	$217K	Sell	1,353 -141	-9%	-$20.9K	0.01%	1101
2024 Q2	$210K	Sell	1,494 -375	-20%	-$54.2K	0.01%	1215
2024 Q1	$234K	Buy	+1,869	New	+$253K	0.01%	1182
2023 Q4	–	Sell	-1,869	Closed	-$234K	–	1395
2023 Q3	$234K	Sell	1,869 -1,073	-36%	-$132K	0.01%	1182
2023 Q2	$341K	Buy	2,942 +1,205	+69%	+$141K	0.01%	1050
2023 Q1	$205K	Buy	+1,737	New	+$198K	0.01%	1286
2015 Q1	–	Sell	-716	Closed	-$48	–	665
2014 Q4	$48	Buy	+716	New	+$45.4K	﹤0.01%	2113
2014 Q3	–	Sell	-889	Closed	-$59.6K	–	737
2014 Q2	$59.6K	Buy	+889	New	+$59.1K	0.01%	951

Other funds holding ATR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

B. Riley Wealth Advisors's ATR Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its AptarGroup (ATR) stake by 5.6% in Q4 2024, selling an estimated $12.7K and leaving 1,277 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #1043.

B. Riley Wealth Advisors first reported a position in ATR in Q2 2014 and has held it in 9 quarters since. The position peaked at $341K in Q2 2023. 502 funds tracked by Wall St. Rank hold ATR as of Q4 2024.

B. Riley Wealth Advisors held 1,277 shares of AptarGroup worth $201K as of Q4 2024.
B. Riley Wealth Advisors sold 76 AptarGroup shares in Q4 2024, an estimated $12.7K.
AptarGroup made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1043 holding.
B. Riley Wealth Advisors first reported a position in AptarGroup in Q2 2014 and has held it in 9 quarters since.
B. Riley Wealth Advisors's AptarGroup position peaked at $341K in Q2 2023.
502 funds tracked by Wall St. Rank held AptarGroup as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.