Janiczek Wealth Management’s AptarGroup ATR Stock Holding History

Janiczek Wealth Management’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 Q2	$39.1K	Sell	278 -111	-29%	-$16.1K	0.01%	440
2024 Q1	$56K	Buy	389 +20	+5%	+$2.71K	0.01%	394
2023 Q4	$45.6K	Buy	369 +52	+16%	+$6.54K	0.01%	402
2023 Q3	$39.6K	Buy	317 +116	+58%	+$14.2K	0.01%	395
2023 Q2	$23.3K	Sell	201 -47	-19%	-$5.51K	0.01%	442
2023 Q1	$29.6K	Buy	+248	New	+$28.2K	0.01%	388
2022 Q3	–	Sell	-128	Closed	-$14K	–	911
2022 Q2	$14K	Sell	128 -387	-75%	-$42.2K	﹤0.01%	511
2022 Q1	$61K	Buy	515 +200	+63%	+$23.5K	0.02%	275
2021 Q4	$39K	Sell	315 -329	-51%	-$40.9K	0.01%	356
2021 Q3	$77K	Buy	644 +364	+130%	+$47.9K	0.03%	213
2021 Q2	$39K	Buy	280 +4	+1%	+$590	0.01%	299
2021 Q1	$39K	Buy	276 +64	+30%	+$8.83K	0.02%	270
2020 Q4	$29K	Buy	212 +194	+1,078%	+$24.1K	0.01%	284
2020 Q3	$2K	Buy	+18	New	+$2.11K	﹤0.01%	497

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Janiczek Wealth Management's ATR Position: Q2 2024 in Review

Janiczek Wealth Management reduced its AptarGroup (ATR) stake by 29% in Q2 2024, selling an estimated $16.1K and leaving 278 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #440.

Janiczek Wealth Management first reported a position in ATR in Q3 2020 and has held it in 14 quarters since. The position peaked at $77K in Q3 2021. 465 funds tracked by Wall St. Rank hold ATR as of Q2 2024.

Janiczek Wealth Management held 278 shares of AptarGroup worth $39.1K as of Q2 2024.
Janiczek Wealth Management sold 111 AptarGroup shares in Q2 2024, an estimated $16.1K.
AptarGroup made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #440 holding.
Janiczek Wealth Management first reported a position in AptarGroup in Q3 2020 and has held it in 14 quarters since.
Janiczek Wealth Management's AptarGroup position peaked at $77K in Q3 2021.
465 funds tracked by Wall St. Rank held AptarGroup as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.