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

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

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.