CIA
ATR icon

CSat Investment Advisory’s AptarGroup ATR Stock Holding History

CSat Investment 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
2020
Q4 		– Sell
-264
Closed -$30K – 552
2020
Q3 		$30K Buy
264
+32
+14% +$3.74K ﹤0.01% 761
2020
Q2 		$26K Buy
232
+51
+28% +$5.43K ﹤0.01% 770
2020
Q1 		$18K Buy
181
+30
+20% +$3.25K ﹤0.01% 740
2019
Q4 		$17K Buy
151
+18
+14% +$2.05K ﹤0.01% 833
2019
Q3 		$16K Buy
133
+18
+16% +$2.18K 0.01% 764
2019
Q2 		$14K Buy
+115
New +$13.1K ﹤0.01% 769

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CSat Investment Advisory's ATR Position: Q4 2020 in Review

CSat Investment Advisory sold out of AptarGroup (ATR) in Q4 2020, closing a stake of 264 shares — an estimated $30K sold.

CSat Investment Advisory first reported a position in ATR in Q2 2019 and held it in 6 quarters. The position peaked at $30K in Q3 2020. 429 funds tracked by Wall St. Rank hold ATR as of Q4 2020.

  • CSat Investment Advisory reported no remaining AptarGroup position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 264 AptarGroup shares in Q4 2020, an estimated $30K.
  • CSat Investment Advisory first reported a position in AptarGroup in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's AptarGroup position peaked at $30K in Q3 2020.
  • 429 funds tracked by Wall St. Rank held AptarGroup as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.