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LGT Financial Advisors’s AptarGroup ATR Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-69
Closed -$10.8K – 336
2024
Q4 		$10.8K Hold
69
– – 0.02% 422
2024
Q3 		$11.1K Hold
69
– – 0.03% 399
2024
Q2 		$9.72K Hold
69
– – 0.02% 476
2024
Q1 		$9.93K Hold
69
– – 0.01% 500
2023
Q4 		$8.53K Hold
69
– – 0.01% 516
2023
Q3 		$8.63K Buy
+69
New +$8.46K 0.01% 508

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

LGT Financial Advisors's ATR Position: Q1 2025 in Review

LGT Financial Advisors sold out of AptarGroup (ATR) in Q1 2025, closing a stake of 69 shares — an estimated $10.8K sold.

LGT Financial Advisors first reported a position in ATR in Q3 2023 and held it in 6 quarters. The position peaked at $11.1K in Q3 2024. 494 funds tracked by Wall St. Rank hold ATR as of Q1 2025.

  • LGT Financial Advisors reported no remaining AptarGroup position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 69 AptarGroup shares in Q1 2025, an estimated $10.8K.
  • LGT Financial Advisors first reported a position in AptarGroup in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's AptarGroup position peaked at $11.1K in Q3 2024.
  • 494 funds tracked by Wall St. Rank held AptarGroup as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.