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Independent Financial Group’s AptarGroup ATR Stock Holding History

Independent Financial 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
2024
Q3 		– Sell
-2,181
Closed -$307K – 1132
2024
Q2 		$307K Hold
2,181
– – 0.01% 823
2024
Q1 		$314K Hold
2,181
– – 0.01% 756
2023
Q4 		$270K Hold
2,181
– – 0.01% 764
2023
Q3 		$273K Sell
2,181
-15
-0.7% -$1.84K 0.02% 699
2023
Q2 		$254K Hold
2,196
– – 0.02% 715
2023
Q1 		$260K Buy
2,196
+66
+3% +$7.5K 0.02% 675
2022
Q4 		$234K Sell
2,130
-31
-1% -$3.18K 0.02% 664
2022
Q3 		$205K Hold
2,161
– – 0.02% 663
2022
Q2 		$223K Hold
2,161
– – 0.02% 605
2022
Q1 		$254K Buy
+2,161
New +$254K 0.02% 662

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 $3.38T AUM 44.17% 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

Independent Financial Group's ATR Position: Q3 2024 in Review

Independent Financial Group sold out of AptarGroup (ATR) in Q3 2024, closing a stake of 2,181 shares — an estimated $307K sold.

Independent Financial Group first reported a position in ATR in Q1 2022 and held it in 10 quarters. The position peaked at $314K in Q1 2024. 472 funds tracked by Wall St. Rank hold ATR as of Q3 2024.

  • Independent Financial Group reported no remaining AptarGroup position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 2,181 AptarGroup shares in Q3 2024, an estimated $307K.
  • Independent Financial Group first reported a position in AptarGroup in Q1 2022 and held it in 10 quarters.
  • Independent Financial Group's AptarGroup position peaked at $314K in Q1 2024.
  • 472 funds tracked by Wall St. Rank held AptarGroup as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.