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
2025 Q1	–	Sell	-1,277	Closed	-$201K	–	1329
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	-$48K	–	665
2014 Q4	$48K	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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

B. Riley Wealth Advisors's ATR Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of AptarGroup (ATR) in Q1 2025, closing a stake of 1,277 shares — an estimated $201K sold.

B. Riley Wealth Advisors first reported a position in ATR in Q2 2014 and held it in 9 quarters. The position peaked at $341K in Q2 2023. 493 funds tracked by Wall St. Rank hold ATR as of Q1 2025.

B. Riley Wealth Advisors reported no remaining AptarGroup position as of Q1 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,277 AptarGroup shares in Q1 2025, an estimated $201K.
B. Riley Wealth Advisors first reported a position in AptarGroup in Q2 2014 and held it in 9 quarters.
B. Riley Wealth Advisors's AptarGroup position peaked at $341K in Q2 2023.
493 funds tracked by Wall St. Rank held AptarGroup as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.