Heritage Wealth Advisors’s AptarGroup ATR Stock Holding History

Heritage Wealth Advisors’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
2026 Q1	$1.76K	Sell	14 -616	-98%	-$80.3K	﹤0.01%	633
2025 Q4	$76.8K	Hold	630	–	–	﹤0.01%	284
2025 Q3	$84.2K	Hold	630	–	–	﹤0.01%	260
2025 Q2	$98.6K	Hold	630	–	–	﹤0.01%	249
2025 Q1	$93.5K	Sell	630 -140	-18%	-$21.1K	﹤0.01%	248
2024 Q4	$121K	Hold	770	–	–	0.01%	239
2024 Q3	$123K	Hold	770	–	–	0.01%	247
2024 Q2	$108K	Sell	770 -1,000	-56%	-$145K	﹤0.01%	247
2024 Q1	$255K	Hold	1,770	–	–	0.01%	192
2023 Q4	$219K	Hold	1,770	–	–	0.01%	206
2023 Q3	$221K	Hold	1,770	–	–	0.01%	190
2023 Q2	$205K	Hold	1,770	–	–	0.01%	204
2023 Q1	$209K	Hold	1,770	–	–	0.01%	200
2022 Q4	$195K	Hold	1,770	–	–	0.01%	212
2022 Q3	$168K	Hold	1,770	–	–	0.01%	214
2022 Q2	$183K	Buy	+1,770	New	+$193K	0.01%	206

Other funds holding ATR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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