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Prospera Financial Services’s AptarGroup ATR Stock Holding History

Prospera Financial 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
2022
Q3 		– Sell
-225
Closed -$23K – 882
2022
Q2 		$23K Sell
225
-473
-68% -$51.6K ﹤0.01% 1179
2022
Q1 		$82K Buy
+698
New +$82K ﹤0.01% 1180
2020
Q4 		– Sell
-556
Closed -$63K – 735
2020
Q3 		$63K Buy
+556
New +$65K 0.02% 539

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Prospera Financial Services's ATR Position: Q3 2022 in Review

Prospera Financial Services sold out of AptarGroup (ATR) in Q3 2022, closing a stake of 225 shares — an estimated $23K sold.

Prospera Financial Services first reported a position in ATR in Q3 2020 and held it in 3 quarters. The position peaked at $82K in Q1 2022. 380 funds tracked by Wall St. Rank hold ATR as of Q3 2022.

  • Prospera Financial Services reported no remaining AptarGroup position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 225 AptarGroup shares in Q3 2022, an estimated $23K.
  • Prospera Financial Services first reported a position in AptarGroup in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's AptarGroup position peaked at $82K in Q1 2022.
  • 380 funds tracked by Wall St. Rank held AptarGroup as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.