Continuum Advisory’s AptarGroup ATR Stock Holding History

Continuum Advisory’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
2025 Q1	–	Sell	-5	Closed	-$786	–	1680
2024 Q4	$786	Hold	5	–	–	﹤0.01%	1661
2024 Q3	$871	Buy	+5	New	+$741	﹤0.01%	1653

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Continuum Advisory's ATR Position: Q1 2025 in Review

Continuum Advisory sold out of AptarGroup (ATR) in Q1 2025, closing a stake of 5 shares — an estimated $786 sold.

Continuum Advisory first reported a position in ATR in Q3 2024 and held it in 2 quarters. The position peaked at $871 in Q3 2024. 493 funds tracked by Wall St. Rank hold ATR as of Q1 2025.

Continuum Advisory reported no remaining AptarGroup position as of Q1 2025 after selling out during the quarter.
Continuum Advisory sold 5 AptarGroup shares in Q1 2025, an estimated $786.
Continuum Advisory first reported a position in AptarGroup in Q3 2024 and held it in 2 quarters.
Continuum Advisory's AptarGroup position peaked at $871 in Q3 2024.
493 funds tracked by Wall St. Rank held AptarGroup as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.