Lenox Wealth Advisors’s AptarGroup ATR Stock Holding History

Lenox 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
2020 Q2	–	Sell	-21	Closed	-$2K	–	596
2020 Q1	$2K	Buy	+21	New	+$2.28K	﹤0.01%	558
2019 Q2	–	Sell	-23	Closed	-$2K	–	419
2019 Q1	$2K	Buy	+23	New	+$2.3K	﹤0.01%	522
2018 Q2	–	Sell	-9	Closed	-$1K	–	549
2018 Q1	$1K	Buy	+9	New	+$794	﹤0.01%	496

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lenox Wealth Advisors's ATR Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of AptarGroup (ATR) in Q2 2020, closing a stake of 21 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in ATR in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 399 funds tracked by Wall St. Rank hold ATR as of Q2 2020.

Lenox Wealth Advisors reported no remaining AptarGroup position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 21 AptarGroup shares in Q2 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in AptarGroup in Q1 2018 and held it in 3 quarters.
Lenox Wealth Advisors's AptarGroup position peaked at $2K in Q1 2020.
399 funds tracked by Wall St. Rank held AptarGroup as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.