Credential Qtrade Securities’s AptarGroup ATR Stock Holding History

Credential Qtrade Securities’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
2024 Q1	$392K	Buy	2,721 +1,793	+193%	+$243K	0.02%	208
2023 Q4	$115K	Buy	928 +889	+2,279%	+$112K	0.01%	235
2023 Q3	$4.88K	Hold	39	–	–	﹤0.01%	298
2023 Q2	$4.52K	Sell	39 -6	-13%	-$703	﹤0.01%	311
2023 Q1	$5.32K	Hold	45	–	–	﹤0.01%	306
2022 Q4	$4.95K	Hold	45	–	–	﹤0.01%	299
2022 Q3	$4.28K	Hold	45	–	–	﹤0.01%	313
2022 Q2	$4.64K	Hold	45	–	–	﹤0.01%	316
2022 Q1	$5.29K	Hold	45	–	–	﹤0.01%	317
2021 Q4	$5.51K	Hold	45	–	–	﹤0.01%	324
2021 Q3	$5.37K	Hold	45	–	–	﹤0.01%	310
2021 Q2	$6.34K	Hold	45	–	–	﹤0.01%	322
2021 Q1	$6.38K	Hold	45	–	–	﹤0.01%	310
2020 Q4	$6.16K	Hold	45	–	–	﹤0.01%	295
2020 Q3	$5.09K	Hold	45	–	–	﹤0.01%	277
2020 Q2	$5.04K	Hold	45	–	–	﹤0.01%	268
2020 Q1	$4.48K	Hold	45	–	–	﹤0.01%	268
2019 Q4	$5.2K	Hold	45	–	–	﹤0.01%	291
2019 Q3	$5.33K	Hold	45	–	–	﹤0.01%	257
2019 Q2	$5.59K	Hold	45	–	–	﹤0.01%	258
2019 Q1	$4.79K	Buy	+45	New	+$4.5K	﹤0.01%	256

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

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

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

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

Credential Qtrade Securities's ATR Position: Q1 2024 in Review

Credential Qtrade Securities increased its AptarGroup (ATR) stake by 193% in Q1 2024, buying an estimated $243K and bringing the position to 2,721 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #208.

Credential Qtrade Securities first reported a position in ATR in Q1 2019 and has held it in 21 quarters since. 467 funds tracked by Wall St. Rank hold ATR as of Q1 2024.

Credential Qtrade Securities held 2,721 shares of AptarGroup worth $392K as of Q1 2024.
Credential Qtrade Securities bought 1,793 AptarGroup shares in Q1 2024, an estimated $243K.
AptarGroup made up 0.02% of Credential Qtrade Securities's portfolio in Q1 2024, its #208 holding.
Credential Qtrade Securities first reported a position in AptarGroup in Q1 2019 and has held it in 21 quarters since.
467 funds tracked by Wall St. Rank held AptarGroup as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.