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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Plante Moran Financial Advisors's ATR Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of AptarGroup (ATR) in Q4 2024, closing a stake of 565 shares — an estimated $90.5K sold.

Plante Moran Financial Advisors first reported a position in ATR in Q4 2016 and held it in 4 quarters. The position peaked at $90.5K in Q3 2024. 503 funds tracked by Wall St. Rank hold ATR as of Q4 2024.

  • Plante Moran Financial Advisors reported no remaining AptarGroup position as of Q4 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 565 AptarGroup shares in Q4 2024, an estimated $90.5K.
  • Plante Moran Financial Advisors first reported a position in AptarGroup in Q4 2016 and held it in 4 quarters.
  • Plante Moran Financial Advisors's AptarGroup position peaked at $90.5K in Q3 2024.
  • 503 funds tracked by Wall St. Rank held AptarGroup as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.