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Curi Wealth Management’s AptarGroup ATR Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-58
Closed -$6K – 226
2022
Q2 		$6K Hold
58
– – ﹤0.01% 429
2022
Q1 		$6K Hold
58
– – ﹤0.01% 402
2021
Q4 		$7K Buy
+58
New +$7.22K ﹤0.01% 344
2021
Q1 		– Sell
-58
Closed -$7K – 125
2020
Q4 		$7K Buy
+58
New +$7.2K 0.01% 284

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Curi Wealth Management's ATR Position: Q3 2022 in Review

Curi Wealth Management sold out of AptarGroup (ATR) in Q3 2022, closing a stake of 58 shares — an estimated $6K sold.

Curi Wealth Management first reported a position in ATR in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 380 funds tracked by Wall St. Rank hold ATR as of Q3 2022.

  • Curi Wealth Management reported no remaining AptarGroup position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 58 AptarGroup shares in Q3 2022, an estimated $6K.
  • Curi Wealth Management first reported a position in AptarGroup in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's AptarGroup position peaked at $7K in Q4 2021.
  • 380 funds tracked by Wall St. Rank held AptarGroup as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.