Bellwether Advisors’s AptarGroup ATR Stock Holding History

Bellwether 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 Q3	–	Sell	-13	Closed	-$1K	–	463
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	348
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	485
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	522
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	493
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	385
2021 Q1	$1K	Buy	+13	New	+$1.79K	﹤0.01%	361

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

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

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

Bellwether Advisors's ATR Position: Q3 2022 in Review

Bellwether Advisors sold out of AptarGroup (ATR) in Q3 2022, closing a stake of 13 shares — an estimated $1K sold.

Bellwether Advisors first reported a position in ATR in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 380 funds tracked by Wall St. Rank hold ATR as of Q3 2022.

Bellwether Advisors reported no remaining AptarGroup position as of Q3 2022 after selling out during the quarter.
Bellwether Advisors sold 13 AptarGroup shares in Q3 2022, an estimated $1K.
Bellwether Advisors first reported a position in AptarGroup in Q1 2021 and held it in 6 quarters.
Bellwether Advisors's AptarGroup position peaked at $1K in Q2 2022.
380 funds tracked by Wall St. Rank held AptarGroup as of Q3 2022.

Based on Bellwether Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.