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Belpointe Asset Management’s AptarGroup ATR Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-351
Closed -$41.5K – 782
2023
Q1 		$41.5K Buy
351
+132
+60% +$15K ﹤0.01% 1817
2022
Q4 		$24.1K Buy
+219
New +$22.5K ﹤0.01% 2053

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's ATR Position: Q2 2023 in Review

Belpointe Asset Management sold out of AptarGroup (ATR) in Q2 2023, closing a stake of 351 shares — an estimated $41.5K sold.

Belpointe Asset Management first reported a position in ATR in Q4 2022 and held it in 2 quarters. The position peaked at $41.5K in Q1 2023. 425 funds tracked by Wall St. Rank hold ATR as of Q2 2023.

  • Belpointe Asset Management reported no remaining AptarGroup position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 351 AptarGroup shares in Q2 2023, an estimated $41.5K.
  • Belpointe Asset Management first reported a position in AptarGroup in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's AptarGroup position peaked at $41.5K in Q1 2023.
  • 425 funds tracked by Wall St. Rank held AptarGroup as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.