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Legacy Wealth Asset Management’s AptarGroup ATR Stock Holding History

Legacy Wealth Asset 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
2026
Q2 		$479K Sell
3,825
-1,136
-23% -$138K 0.11% 273
2026
Q1 		$625K Buy
4,961
+679
+16% +$88.5K 0.15% 224
2025
Q4 		$522K Sell
4,282
-731
-15% -$90.3K 0.13% 252
2025
Q3 		$670K Sell
5,013
-1,798
-26% -$260K 0.16% 202
2025
Q2 		$1.07M Buy
6,811
+500
+8% +$75.5K 0.27% 97
2025
Q1 		$936K Buy
6,311
+847
+16% +$128K 0.26% 95
2024
Q4 		$858K Buy
+5,464
New +$912K 0.23% 112

Other funds holding ATR

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
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
LJHT
Laurie J. Hall Trustee $322M AUM 33.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return