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Gradient Investments’s AptarGroup ATR Stock Holding History

Gradient Investments’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
Q3 		– Sell
-284
Closed -$40K – 359
2024
Q2 		$40K Buy
+284
New +$41.1K ﹤0.01% 526
2020
Q3 		– Sell
-9
Closed -$1K – 1134
2020
Q2 		$1K Hold
9
– – ﹤0.01% 945
2020
Q1 		$1K Sell
9
-22
-71% -$2.38K ﹤0.01% 961
2019
Q4 		$4K Sell
31
-13,619
-100% -$1.55M ﹤0.01% 837
2019
Q3 		$1.62M Buy
13,650
+2,867
+27% +$347K 0.08% 142
2019
Q2 		$1.34M Buy
10,783
+8,346
+342% +$952K 0.07% 162
2019
Q1 		$259K Buy
+2,437
New +$243K 0.02% 233

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Gradient Investments's ATR Position: Q3 2024 in Review

Gradient Investments sold out of AptarGroup (ATR) in Q3 2024, closing a stake of 284 shares — an estimated $40K sold.

Gradient Investments first reported a position in ATR in Q1 2019 and held it in 7 quarters. The position peaked at $1.62M in Q3 2019. 471 funds tracked by Wall St. Rank hold ATR as of Q3 2024.

  • Gradient Investments reported no remaining AptarGroup position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 284 AptarGroup shares in Q3 2024, an estimated $40K.
  • Gradient Investments first reported a position in AptarGroup in Q1 2019 and held it in 7 quarters.
  • Gradient Investments's AptarGroup position peaked at $1.62M in Q3 2019.
  • 471 funds tracked by Wall St. Rank held AptarGroup as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.