JFS Wealth Advisors’s AptarGroup ATR Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$5.13K	Buy	41 +7	+21%	+$850	﹤0.01%	1260
2026 Q1	$4.29K	Sell	34 -34	-50%	-$4.43K	﹤0.01%	1247
2025 Q4	$8.29K	Buy	68 +13	+24%	+$1.61K	﹤0.01%	1046
2025 Q3	$7.35K	Sell	55 -1	-2%	-$145	﹤0.01%	988
2025 Q2	$8.76K	Buy	56 +1	+2%	+$151	﹤0.01%	905
2025 Q1	$8.16K	Buy	55 +2	+4%	+$301	﹤0.01%	946
2024 Q4	$8.33K	Hold	53	–	–	﹤0.01%	914
2024 Q3	$8.49K	Buy	53 +2	+4%	+$296	﹤0.01%	912
2024 Q2	$7.18K	Hold	51	–	–	﹤0.01%	907
2024 Q1	$7.34K	Hold	51	–	–	﹤0.01%	927
2023 Q4	$6.3K	Buy	51 +2	+4%	+$251	﹤0.01%	964
2023 Q3	$6.13K	Hold	49	–	–	﹤0.01%	908
2023 Q2	$5.68K	Hold	49	–	–	﹤0.01%	941
2023 Q1	$5.79K	Buy	49 +9	+23%	+$1.02K	﹤0.01%	929
2022 Q4	$4.4K	Buy	40 +5	+14%	+$513	﹤0.01%	1041
2022 Q3	$3K	Buy	35 +12	+52%	+$1.25K	﹤0.01%	1137
2022 Q2	$2K	Sell	23 -18	-44%	-$1.96K	﹤0.01%	1276
2022 Q1	$5K	Buy	41 +25	+156%	+$2.94K	﹤0.01%	1017
2021 Q4	$2K	Buy	+16	New	+$1.99K	﹤0.01%	1028

Other funds holding ATR

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Laurie J. Hall Trustee $322M AUM 33.73% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return