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Confluence Wealth Services’s AptarGroup ATR Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-37
Closed -$4K – 312
2021
Q4 		$4K Buy
+37
New +$4.6K ﹤0.01% 1072

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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Confluence Wealth Services's ATR Position: Q1 2022 in Review

Confluence Wealth Services sold out of AptarGroup (ATR) in Q1 2022, closing a stake of 37 shares — an estimated $4K sold.

Confluence Wealth Services first reported a position in ATR in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 410 funds tracked by Wall St. Rank hold ATR as of Q1 2022.

  • Confluence Wealth Services reported no remaining AptarGroup position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 37 AptarGroup shares in Q1 2022, an estimated $4K.
  • Confluence Wealth Services first reported a position in AptarGroup in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's AptarGroup position peaked at $4K in Q4 2021.
  • 410 funds tracked by Wall St. Rank held AptarGroup as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.