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Lantern Wealth Advisors’s AptarGroup ATR Stock Holding History

Lantern 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
2024
Q2 		– Sell
-3,500
Closed -$504K – 132
2024
Q1 		$504K Hold
3,500
– – 0.35% 73
2023
Q4 		$433K Buy
+3,500
New +$440K 0.34% 73

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

Lantern Wealth Advisors's ATR Position: Q2 2024 in Review

Lantern Wealth Advisors sold out of AptarGroup (ATR) in Q2 2024, closing a stake of 3,500 shares — an estimated $504K sold.

Lantern Wealth Advisors first reported a position in ATR in Q4 2023 and held it in 2 quarters. The position peaked at $504K in Q1 2024. 465 funds tracked by Wall St. Rank hold ATR as of Q2 2024.

  • Lantern Wealth Advisors reported no remaining AptarGroup position as of Q2 2024 after selling out during the quarter.
  • Lantern Wealth Advisors sold 3,500 AptarGroup shares in Q2 2024, an estimated $504K.
  • Lantern Wealth Advisors first reported a position in AptarGroup in Q4 2023 and held it in 2 quarters.
  • Lantern Wealth Advisors's AptarGroup position peaked at $504K in Q1 2024.
  • 465 funds tracked by Wall St. Rank held AptarGroup as of Q2 2024.

Based on Lantern Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.