JWM
ATR icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return