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Obermeyer Wealth Partners’s AptarGroup ATR Stock Holding History

Obermeyer Wealth Partners’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
Q1 		– Sell
-5,400
Closed -$594K – 220
2022
Q4 		$594K Hold
5,400
– – 0.04% 104
2022
Q3 		$513K Buy
+5,400
New +$562K 0.04% 113

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 $3.37T AUM 44.26% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Obermeyer Wealth Partners's ATR Position: Q1 2023 in Review

Obermeyer Wealth Partners sold out of AptarGroup (ATR) in Q1 2023, closing a stake of 5,400 shares — an estimated $594K sold.

Obermeyer Wealth Partners first reported a position in ATR in Q3 2022 and held it in 2 quarters. The position peaked at $594K in Q4 2022. 407 funds tracked by Wall St. Rank hold ATR as of Q1 2023.

  • Obermeyer Wealth Partners reported no remaining AptarGroup position as of Q1 2023 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 5,400 AptarGroup shares in Q1 2023, an estimated $594K.
  • Obermeyer Wealth Partners first reported a position in AptarGroup in Q3 2022 and held it in 2 quarters.
  • Obermeyer Wealth Partners's AptarGroup position peaked at $594K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held AptarGroup as of Q1 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2023, filed 9 May 2023.