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Money Concepts Capital’s AptarGroup ATR Stock Holding History

Money Concepts Capital’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
2022
Q4 		– Sell
-93
Closed -$9K – 3257
2022
Q3 		$9K Buy
93
+11
+13% +$1.15K ﹤0.01% 1067
2022
Q2 		$9K Hold
82
– – ﹤0.01% 1037
2022
Q1 		$10K Buy
+82
New +$9.64K ﹤0.01% 1922

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Money Concepts Capital's ATR Position: Q4 2022 in Review

Money Concepts Capital sold out of AptarGroup (ATR) in Q4 2022, closing a stake of 93 shares — an estimated $9K sold.

Money Concepts Capital first reported a position in ATR in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 382 funds tracked by Wall St. Rank hold ATR as of Q4 2022.

  • Money Concepts Capital reported no remaining AptarGroup position as of Q4 2022 after selling out during the quarter.
  • Money Concepts Capital sold 93 AptarGroup shares in Q4 2022, an estimated $9K.
  • Money Concepts Capital first reported a position in AptarGroup in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's AptarGroup position peaked at $10K in Q1 2022.
  • 382 funds tracked by Wall St. Rank held AptarGroup as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.