Clarus Wealth Advisors’s AptarGroup ATR Stock Holding History

Clarus 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
2019 Q3	–	Sell	-659	Closed	-$82K	–	170
2019 Q2	$82K	Buy	659 +3	+0.5%	+$342	0.06%	218
2019 Q1	$70K	Buy	656 +2	+0.3%	+$200	0.05%	247
2018 Q4	$62K	Buy	654 +2	+0.3%	+$204	0.1%	231
2018 Q3	$70K	Buy	652 +4	+0.6%	+$411	0.05%	250
2018 Q2	$58K	Buy	+648	New	+$60.3K	0.04%	259

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

ACM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Clarus Wealth Advisors's ATR Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of AptarGroup (ATR) in Q3 2019, closing a stake of 659 shares — an estimated $82K sold.

Clarus Wealth Advisors first reported a position in ATR in Q2 2018 and held it in 5 quarters. The position peaked at $82K in Q2 2019. 395 funds tracked by Wall St. Rank hold ATR as of Q3 2019.

Clarus Wealth Advisors reported no remaining AptarGroup position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 659 AptarGroup shares in Q3 2019, an estimated $82K.
Clarus Wealth Advisors first reported a position in AptarGroup in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's AptarGroup position peaked at $82K in Q2 2019.
395 funds tracked by Wall St. Rank held AptarGroup as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.