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Plante Moran Financial Advisors’s AptarGroup ATR Stock Holding History

Plante Moran Financial 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
2024
Q4 		– Sell
-565
Closed -$90.5K – 909
2024
Q3 		$90.5K Buy
+565
New +$83.7K 0.01% 296
2023
Q3 		– Sell
-55
Closed -$6.37K – 768
2023
Q2 		$6.37K Buy
+55
New +$6.45K ﹤0.01% 612
2022
Q3 		– Sell
-11
Closed -$1K – 857
2022
Q2 		$1K Buy
+11
New +$1.2K ﹤0.01% 874
2017
Q1 		– Sell
-100
Closed -$7K – 876
2016
Q4 		$7K Buy
+100
New +$7.44K ﹤0.01% 641

Other funds holding ATR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return