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PCA Investment Advisory Services’s AptarGroup ATR Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-154
Closed -$17.8K – 124
2023
Q2 		$17.8K Buy
+154
New +$18.1K 0.01% 357

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Morgan Stanley
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PCA Investment Advisory Services's ATR Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of AptarGroup (ATR) in Q3 2023, closing a stake of 154 shares — an estimated $17.8K sold.

PCA Investment Advisory Services first reported a position in ATR in Q2 2023 and held it in 1 quarter. The position peaked at $17.8K in Q2 2023. 424 funds tracked by Wall St. Rank hold ATR as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining AptarGroup position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 154 AptarGroup shares in Q3 2023, an estimated $17.8K.
  • PCA Investment Advisory Services first reported a position in AptarGroup in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's AptarGroup position peaked at $17.8K in Q2 2023.
  • 424 funds tracked by Wall St. Rank held AptarGroup as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.