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Golden State Equity Partners’s AptarGroup ATR Stock Holding History

Golden State Equity Partners’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
2024
Q4 		– Sell
-22
Closed -$3.52K – 470
2024
Q3 		$3.52K Buy
+22
New +$3.26K ﹤0.01% 782

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Golden State Equity Partners's ATR Position: Q4 2024 in Review

Golden State Equity Partners sold out of AptarGroup (ATR) in Q4 2024, closing a stake of 22 shares — an estimated $3.52K sold.

Golden State Equity Partners first reported a position in ATR in Q3 2024 and held it in 1 quarter. The position peaked at $3.52K in Q3 2024. 503 funds tracked by Wall St. Rank hold ATR as of Q4 2024.

  • Golden State Equity Partners reported no remaining AptarGroup position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 22 AptarGroup shares in Q4 2024, an estimated $3.52K.
  • Golden State Equity Partners first reported a position in AptarGroup in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's AptarGroup position peaked at $3.52K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held AptarGroup as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.