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HighPoint Advisor Group’s AptarGroup ATR Stock Holding History

HighPoint Advisor Group’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
2025
Q4 		– Sell
-1,750
Closed -$234K – 1069
2025
Q3 		$234K Sell
1,750
-723
-29% -$105K 0.01% 612
2025
Q2 		$387K Buy
2,473
+18
+0.7% +$2.72K 0.02% 444
2025
Q1 		$369K Hold
2,455
– – 0.02% 433
2024
Q4 		$349K Buy
2,455
+33
+1% +$5.51K 0.02% 462
2024
Q3 		$410K Buy
2,422
+740
+44% +$110K 0.02% 399
2024
Q2 		$245K Buy
1,682
+21
+1% +$3.04K 0.01% 538
2024
Q1 		$246K Buy
1,661
+11
+0.7% +$1.49K 0.02% 525
2023
Q4 		$236K Buy
+1,650
New +$207K 0.02% 533
2021
Q3 		$224K Sell
1,879
-561
-23% -$73.8K 0.02% 483
2021
Q2 		$344K Buy
2,440
+1,013
+71% +$149K 0.03% 374
2021
Q1 		$207K Buy
+1,427
New +$197K 0.02% 452

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return