Evoke Wealth’s AptarGroup ATR Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-76	Closed	-$7K	–	416
2022 Q3	$7K	Hold	76	–	–	﹤0.01%	811
2022 Q2	$8K	Hold	76	–	–	﹤0.01%	799
2022 Q1	$9K	Hold	76	–	–	﹤0.01%	779
2021 Q4	$9K	Hold	76	–	–	﹤0.01%	799
2021 Q3	$9K	Hold	76	–	–	﹤0.01%	754
2021 Q2	$11K	Hold	76	–	–	﹤0.01%	730
2021 Q1	$11K	Hold	76	–	–	﹤0.01%	666
2020 Q4	$10K	Hold	76	–	–	﹤0.01%	588
2020 Q3	$9K	Hold	76	–	–	﹤0.01%	573
2020 Q2	$9K	Hold	76	–	–	﹤0.01%	559
2020 Q1	$7.57K	Hold	76	–	–	﹤0.01%	548
2019 Q4	$8.79K	Hold	76	–	–	﹤0.01%	785
2019 Q3	$9K	Buy	+76	New	+$9.2K	﹤0.01%	851

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return