CWP
ATR icon

Concord Wealth Partners’s AptarGroup ATR Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-21
Closed -$2.63K – 825
2023
Q3 		$2.63K Hold
21
– – ﹤0.01% 829
2023
Q2 		$2.43K Hold
21
– – ﹤0.01% 835
2023
Q1 		$2.48K Hold
21
– – ﹤0.01% 781
2022
Q4 		$2.31K Buy
+21
New +$2.16K ﹤0.01% 909
2022
Q3 		– Sell
-131
Closed -$14K – 227
2022
Q2 		$14K Hold
131
– – ﹤0.01% 612
2022
Q1 		$15K Buy
131
+110
+524% +$12.9K ﹤0.01% 681
2021
Q4 		$3K Hold
21
– – ﹤0.01% 1028
2021
Q3 		$3K Hold
21
– – ﹤0.01% 664
2021
Q2 		$3K Hold
21
– – ﹤0.01% 803
2021
Q1 		$3K Buy
+21
New +$2.9K ﹤0.01% 745

Other funds holding ATR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return