IFG
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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

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Morgan Stanley
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State Farm Mutual Automobile Insurance
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return