BDO Wealth Advisors’s AptarGroup ATR Stock Holding History

BDO 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
2022 Q4	–	Sell	-108	Closed	-$10K	–	1020
2022 Q3	$10K	Buy	+108	New	+$11.2K	﹤0.01%	700

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

BDO Wealth Advisors's ATR Position: Q4 2022 in Review

BDO Wealth Advisors sold out of AptarGroup (ATR) in Q4 2022, closing a stake of 108 shares — an estimated $10K sold.

BDO Wealth Advisors first reported a position in ATR in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 382 funds tracked by Wall St. Rank hold ATR as of Q4 2022.

BDO Wealth Advisors reported no remaining AptarGroup position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 108 AptarGroup shares in Q4 2022, an estimated $10K.
BDO Wealth Advisors first reported a position in AptarGroup in Q3 2022 and held it in 1 quarter.
BDO Wealth Advisors's AptarGroup position peaked at $10K in Q3 2022.
382 funds tracked by Wall St. Rank held AptarGroup as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.