Envestnet Portfolio Solutions
ATR icon

Envestnet Portfolio Solutions’s AptarGroup ATR Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		– Sell
-2,684
Closed -$420K – 1451
2025
Q2 		$420K Sell
2,684
-351
-12% -$53K ﹤0.01% 1174
2025
Q1 		$450K Sell
3,035
-1,059
-26% -$159K ﹤0.01% 1092
2024
Q4 		$643K Buy
4,094
+2,397
+141% +$400K ﹤0.01% 1112
2024
Q3 		$272K Buy
1,697
+43
+3% +$6.37K ﹤0.01% 1500
2024
Q2 		$233K Sell
1,654
-311
-16% -$45K ﹤0.01% 1516
2024
Q1 		$283K Sell
1,965
-413
-17% -$55.9K ﹤0.01% 1389
2023
Q4 		$294K Sell
2,378
-101
-4% -$12.7K ﹤0.01% 1300
2023
Q3 		$310K Buy
+2,479
New +$304K ﹤0.01% 1213

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return