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Principle Wealth Partners’s AptarGroup ATR Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-97
Closed -$11K – 166
2020
Q2 		$11K Buy
+97
New +$10.3K ﹤0.01% 398

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JP Morgan Chase
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State Street
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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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Principle Wealth Partners's ATR Position: Q3 2020 in Review

Principle Wealth Partners sold out of AptarGroup (ATR) in Q3 2020, closing a stake of 97 shares — an estimated $11K sold.

Principle Wealth Partners first reported a position in ATR in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 414 funds tracked by Wall St. Rank hold ATR as of Q3 2020.

  • Principle Wealth Partners reported no remaining AptarGroup position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 97 AptarGroup shares in Q3 2020, an estimated $11K.
  • Principle Wealth Partners first reported a position in AptarGroup in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's AptarGroup position peaked at $11K in Q2 2020.
  • 414 funds tracked by Wall St. Rank held AptarGroup as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.