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Milestone Investment Advisors’s AptarGroup ATR Stock Holding History

Milestone Investment 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
Q4 		– Sell
-1,336
Closed -$167K – 148
2023
Q3 		$167K Buy
+1,336
New +$164K 0.05% 115
2023
Q2 		– Sell
-1,336
Closed -$158K – 144
2023
Q1 		$158K Buy
+1,336
New +$152K 0.05% 117

Other funds holding ATR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RC
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Milestone Investment Advisors's ATR Position: Q4 2023 in Review

Milestone Investment Advisors sold out of AptarGroup (ATR) in Q4 2023, closing a stake of 1,336 shares — an estimated $167K sold.

Milestone Investment Advisors first reported a position in ATR in Q1 2023 and held it in 2 quarters. The position peaked at $167K in Q3 2023. 469 funds tracked by Wall St. Rank hold ATR as of Q4 2023.

  • Milestone Investment Advisors reported no remaining AptarGroup position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,336 AptarGroup shares in Q4 2023, an estimated $167K.
  • Milestone Investment Advisors first reported a position in AptarGroup in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's AptarGroup position peaked at $167K in Q3 2023.
  • 469 funds tracked by Wall St. Rank held AptarGroup as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.