BerganKDV Wealth Management’s AptarGroup ATR Stock Holding History

BerganKDV 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
2023 Q1	–	Hold	0	–	–	–	1050
2022 Q4	–	Sell	-7	Closed	-$719	–	1039
2022 Q3	$1K	Sell	7 -10	-59%	-$1.04K	﹤0.01%	858
2022 Q2	$2K	Sell	17 -4	-19%	-$436	﹤0.01%	807
2022 Q1	$2K	Sell	21 -1	-5%	-$118	﹤0.01%	835
2021 Q4	$3K	Hold	22	–	–	﹤0.01%	844
2021 Q3	$3K	Hold	22	–	–	﹤0.01%	804
2021 Q2	$3K	Hold	22	–	–	﹤0.01%	751
2021 Q1	$3K	Sell	22 -6	-21%	-$828	﹤0.01%	721
2020 Q4	$4K	Buy	28 +10	+56%	+$1.24K	﹤0.01%	678
2020 Q3	$2K	Hold	18	–	–	﹤0.01%	681
2020 Q2	$2K	Sell	18 -18	-50%	-$1.92K	﹤0.01%	731
2020 Q1	$4K	Buy	36 +6	+20%	+$650	﹤0.01%	596
2019 Q4	$3K	Buy	+30	New	+$3.41K	﹤0.01%	696

Other funds holding ATR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BerganKDV Wealth Management's ATR Position: Q1 2023 in Review

BerganKDV Wealth Management held its AptarGroup (ATR) position steady in Q1 2023 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

BerganKDV Wealth Management first reported a position in ATR in Q4 2019 and has held it in 12 quarters since. The position peaked at $4K in Q4 2020. 408 funds tracked by Wall St. Rank hold ATR as of Q1 2023.

BerganKDV Wealth Management held 0 shares of AptarGroup worth $10 as of Q1 2023.
BerganKDV Wealth Management left its AptarGroup share count unchanged in Q1 2023.
AptarGroup made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q1 2023, its #1050 holding.
BerganKDV Wealth Management first reported a position in AptarGroup in Q4 2019 and has held it in 12 quarters since.
BerganKDV Wealth Management's AptarGroup position peaked at $4K in Q4 2020.
408 funds tracked by Wall St. Rank held AptarGroup as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.