Fiduciary Alliance’s AptarGroup ATR Stock Holding History

Fiduciary Alliance’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
2023 Q1	–	Sell	-32	Closed	-$3.52K	–	192
2022 Q4	$3.52K	Buy	+32	New	+$3.29K	﹤0.01%	600

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 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 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

BTW

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fiduciary Alliance's ATR Position: Q1 2023 in Review

Fiduciary Alliance sold out of AptarGroup (ATR) in Q1 2023, closing a stake of 32 shares — an estimated $3.52K sold.

Fiduciary Alliance first reported a position in ATR in Q4 2022 and held it in 1 quarter. The position peaked at $3.52K in Q4 2022. 408 funds tracked by Wall St. Rank hold ATR as of Q1 2023.

Fiduciary Alliance reported no remaining AptarGroup position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 32 AptarGroup shares in Q1 2023, an estimated $3.52K.
Fiduciary Alliance first reported a position in AptarGroup in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's AptarGroup position peaked at $3.52K in Q4 2022.
408 funds tracked by Wall St. Rank held AptarGroup as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.