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Kiely Wealth Advisory Group’s AptarGroup ATR Stock Holding History

Kiely Wealth Advisory 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
Q4 		$5.73K Hold
40
– – ﹤0.01% 240
2024
Q3 		$7.03K Hold
40
– – ﹤0.01% 226
2024
Q2 		$5.8K Hold
40
– – ﹤0.01% 224
2024
Q1 		$5.88K Hold
40
– – ﹤0.01% 193
2023
Q4 		$5.29K Buy
+40
New +$5.03K ﹤0.01% 201

Other funds holding ATR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Kiely Wealth Advisory Group's ATR Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its AptarGroup (ATR) position steady in Q4 2024 at 40 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Kiely Wealth Advisory Group first reported a position in ATR in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.03K in Q3 2024. 502 funds tracked by Wall St. Rank hold ATR as of Q4 2024.

  • Kiely Wealth Advisory Group held 40 shares of AptarGroup worth $5.73K as of Q4 2024.
  • Kiely Wealth Advisory Group left its AptarGroup share count unchanged in Q4 2024.
  • AptarGroup made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #240 holding.
  • Kiely Wealth Advisory Group first reported a position in AptarGroup in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's AptarGroup position peaked at $7.03K in Q3 2024.
  • 502 funds tracked by Wall St. Rank held AptarGroup as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.