BNC Wealth Management’s AptarGroup ATR Stock Holding History

BNC 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
2020 Q4	–	Sell	-75	Closed	-$8K	–	120
2020 Q3	$8K	Buy	+75	New	+$8.78K	0.01%	322

Other funds holding ATR

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

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

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

ACM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

BNC Wealth Management's ATR Position: Q4 2020 in Review

BNC Wealth Management sold out of AptarGroup (ATR) in Q4 2020, closing a stake of 75 shares — an estimated $8K sold.

BNC Wealth Management first reported a position in ATR in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 429 funds tracked by Wall St. Rank hold ATR as of Q4 2020.

BNC Wealth Management reported no remaining AptarGroup position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 75 AptarGroup shares in Q4 2020, an estimated $8K.
BNC Wealth Management first reported a position in AptarGroup in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's AptarGroup position peaked at $8K in Q3 2020.
429 funds tracked by Wall St. Rank held AptarGroup as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.