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Prio Wealth Limited Partnership’s AptarGroup ATR Stock Holding History

Prio Wealth Limited Partnership’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
Q3 		$322K Buy
+2,012
New +$298K 0.01% 219
2024
Q1 		– Sell
-1,977
Closed -$244K – 269
2023
Q4 		$244K Buy
+1,977
New +$249K 0.01% 235

Other funds holding ATR

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Prio Wealth Limited Partnership's ATR Position: Q3 2024 in Review

Prio Wealth Limited Partnership opened a new position in AptarGroup (ATR) in Q3 2024: 2,012 shares worth $322K. The stake represents 0.01% of the portfolio and ranks #219 among its holdings. This is a return to the name: Prio Wealth Limited Partnership previously reported a position in ATR as recently as Q4 2023.

Prio Wealth Limited Partnership first reported a position in ATR in Q4 2023 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold ATR as of Q3 2024.

  • Prio Wealth Limited Partnership held 2,012 shares of AptarGroup worth $322K as of Q3 2024.
  • AptarGroup was a new Prio Wealth Limited Partnership position in Q3 2024.
  • AptarGroup made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #219 holding.
  • Prio Wealth Limited Partnership first reported a position in AptarGroup in Q4 2023 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held AptarGroup as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.