McClarren Financial Advisors’s AptarGroup ATR Stock Holding History

McClarren 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
2023 Q2	–	Sell	-1	Closed	–	–	336
2023 Q1	$0	Hold	1	–	–	﹤0.01%	330
2022 Q4	$0	Buy	+1	New	+$103	﹤0.01%	335

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McClarren Financial Advisors's ATR Position: Q2 2023 in Review

McClarren Financial Advisors sold out of AptarGroup (ATR) in Q2 2023, closing a stake of 1 share.

McClarren Financial Advisors first reported a position in ATR in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 425 funds tracked by Wall St. Rank hold ATR as of Q2 2023.

McClarren Financial Advisors reported no remaining AptarGroup position as of Q2 2023 after selling out during the quarter.
McClarren Financial Advisors sold 1 AptarGroup share in Q2 2023.
McClarren Financial Advisors first reported a position in AptarGroup in Q4 2022 and held it in 2 quarters.
McClarren Financial Advisors's AptarGroup position peaked at $0 in Q1 2023.
425 funds tracked by Wall St. Rank held AptarGroup as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.