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Bartlett & Co Wealth Management’s AptarGroup ATR Stock Holding History

Bartlett & Co Wealth Management’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
2022
Q3 		– Sell
-22
Closed -$2.27K – 1184
2022
Q2 		$2.27K Buy
+22
New +$2.4K ﹤0.01% 1162

Other funds holding ATR

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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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bartlett & Co Wealth Management's ATR Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of AptarGroup (ATR) in Q3 2022, closing a stake of 22 shares — an estimated $2.27K sold.

Bartlett & Co Wealth Management first reported a position in ATR in Q2 2022 and held it in 1 quarter. The position peaked at $2.27K in Q2 2022. 380 funds tracked by Wall St. Rank hold ATR as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining AptarGroup position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 22 AptarGroup shares in Q3 2022, an estimated $2.27K.
  • Bartlett & Co Wealth Management first reported a position in AptarGroup in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's AptarGroup position peaked at $2.27K in Q2 2022.
  • 380 funds tracked by Wall St. Rank held AptarGroup as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.