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Paces Ferry Wealth Advisors’s AptarGroup ATR Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-159
Closed -$18K – 195
2020
Q3 		$18K Buy
+159
New +$18.6K 0.02% 347

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Paces Ferry Wealth Advisors's ATR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of AptarGroup (ATR) in Q4 2020, closing a stake of 159 shares — an estimated $18K sold.

Paces Ferry Wealth Advisors first reported a position in ATR in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 429 funds tracked by Wall St. Rank hold ATR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining AptarGroup position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 159 AptarGroup shares in Q4 2020, an estimated $18K.
  • Paces Ferry Wealth Advisors first reported a position in AptarGroup in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's AptarGroup position peaked at $18K in Q3 2020.
  • 429 funds tracked by Wall St. Rank held AptarGroup as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.