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