CWA
ATR icon

Canvas Wealth Advisors’s AptarGroup ATR Stock Holding History

Canvas 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
2026
Q2 		$371K Buy
2,959
+1,130
+62% +$137K 0.05% 170
2026
Q1 		$231K Sell
1,829
-976
-35% -$127K 0.04% 219
2025
Q4 		$342K Buy
+2,805
New +$347K 0.06% 146
2023
Q3 		– Sell
-2,526
Closed -$302K – 124
2023
Q2 		$302K Sell
2,526
-1,292
-34% -$151K 0.11% 101
2023
Q1 		$445K Sell
3,818
-1,289
-25% -$147K 0.19% 77
2022
Q4 		$572K Buy
5,107
+1,674
+49% +$172K 0.24% 65
2022
Q3 		$340K Buy
+3,433
New +$357K 0.14% 89

Other funds holding ATR

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $322M AUM 33.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return