OWA
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One Wealth Advisors’s AptarGroup ATR Stock Holding History

One Wealth 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
Q1 		– Sell
-640
Closed -$70.4K – 223
2022
Q4 		$70.4K Buy
+640
New +$65.7K 0.02% 348
2019
Q3 		– Sell
-1,936
Closed -$241K – 113
2019
Q2 		$241K Buy
1,936
+250
+15% +$28.5K 0.2% 93
2019
Q1 		$179K Buy
+1,686
New +$168K 0.15% 126
2018
Q4 		– Sell
-1,977
Closed -$213K – 131
2018
Q3 		$213K Sell
1,977
-38
-2% -$3.9K 0.16% 116
2018
Q2 		$188K Buy
2,015
+42
+2% +$3.91K 0.15% 137
2018
Q1 		$177K Sell
1,973
-113
-5% -$9.97K 0.16% 130
2017
Q4 		$180K Buy
+2,086
New +$182K 0.15% 127

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return