EWM
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Executive Wealth Management’s AptarGroup ATR Stock Holding History

Executive 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
2019
Q3 		– Sell
-45
Closed -$6K – 177
2019
Q2 		$6K Hold
45
– – ﹤0.01% 680
2019
Q1 		$5K Hold
45
– – ﹤0.01% 635
2018
Q4 		$4K Buy
+45
New +$4.58K ﹤0.01% 700

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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Executive Wealth Management's ATR Position: Q3 2019 in Review

Executive Wealth Management sold out of AptarGroup (ATR) in Q3 2019, closing a stake of 45 shares — an estimated $6K sold.

Executive Wealth Management first reported a position in ATR in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 395 funds tracked by Wall St. Rank hold ATR as of Q3 2019.

  • Executive Wealth Management reported no remaining AptarGroup position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 45 AptarGroup shares in Q3 2019, an estimated $6K.
  • Executive Wealth Management first reported a position in AptarGroup in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's AptarGroup position peaked at $6K in Q2 2019.
  • 395 funds tracked by Wall St. Rank held AptarGroup as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.