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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

One Wealth Advisors's ATR Position: Q1 2023 in Review

One Wealth Advisors sold out of AptarGroup (ATR) in Q1 2023, closing a stake of 640 shares — an estimated $70.4K sold.

One Wealth Advisors first reported a position in ATR in Q4 2017 and held it in 7 quarters. The position peaked at $241K in Q2 2019. 407 funds tracked by Wall St. Rank hold ATR as of Q1 2023.

One Wealth Advisors reported no remaining AptarGroup position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 640 AptarGroup shares in Q1 2023, an estimated $70.4K.
One Wealth Advisors first reported a position in AptarGroup in Q4 2017 and held it in 7 quarters.
One Wealth Advisors's AptarGroup position peaked at $241K in Q2 2019.
407 funds tracked by Wall St. Rank held AptarGroup as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.