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Financial Advocates Investment Management’s AptarGroup ATR Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-10,706
Closed -$58K – 763
2022
Q3 		$58K Buy
+10,706
New +$1.11M ﹤0.01% 733

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
CIP
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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Financial Advocates Investment Management's ATR Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of AptarGroup (ATR) in Q4 2022, closing a stake of 10,706 shares — an estimated $58K sold.

Financial Advocates Investment Management first reported a position in ATR in Q3 2022 and held it in 1 quarter. The position peaked at $58K in Q3 2022. 383 funds tracked by Wall St. Rank hold ATR as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining AptarGroup position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,706 AptarGroup shares in Q4 2022, an estimated $58K.
  • Financial Advocates Investment Management first reported a position in AptarGroup in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's AptarGroup position peaked at $58K in Q3 2022.
  • 383 funds tracked by Wall St. Rank held AptarGroup as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.