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Financial Gravity Asset Management’s AptarGroup ATR Stock Holding History

Financial Gravity Asset 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
2021
Q3 		$119K Hold
3
– – 0.06% 302
2021
Q2 		$141K Buy
+3
New +$442 0.05% 256
2020
Q4 		$1K Buy
+8
New +$993 ﹤0.01% 373

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Gravity Asset Management's ATR Position: Q3 2021 in Review

Financial Gravity Asset Management held its AptarGroup (ATR) position steady in Q3 2021 at 3 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #302.

Financial Gravity Asset Management first reported a position in ATR in Q4 2020 and has held it in 3 quarters since. The position peaked at $141K in Q2 2021. 420 funds tracked by Wall St. Rank hold ATR as of Q3 2021.

  • Financial Gravity Asset Management held 3 shares of AptarGroup worth $119K as of Q3 2021.
  • Financial Gravity Asset Management left its AptarGroup share count unchanged in Q3 2021.
  • AptarGroup made up 0.06% of Financial Gravity Asset Management's portfolio in Q3 2021, its #302 holding.
  • Financial Gravity Asset Management first reported a position in AptarGroup in Q4 2020 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's AptarGroup position peaked at $141K in Q2 2021.
  • 420 funds tracked by Wall St. Rank held AptarGroup as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.