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Ritholtz Wealth Management’s AptarGroup ATR Stock Holding History

Ritholtz Wealth Management’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
2023
Q4 		– Sell
-2,385
Closed -$298K – 758
2023
Q3 		$298K Buy
+2,385
New +$292K 0.01% 549

Other funds holding ATR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ritholtz Wealth Management's ATR Position: Q4 2023 in Review

Ritholtz Wealth Management sold out of AptarGroup (ATR) in Q4 2023, closing a stake of 2,385 shares — an estimated $298K sold.

Ritholtz Wealth Management first reported a position in ATR in Q3 2023 and held it in 1 quarter. The position peaked at $298K in Q3 2023. 469 funds tracked by Wall St. Rank hold ATR as of Q4 2023.

  • Ritholtz Wealth Management reported no remaining AptarGroup position as of Q4 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 2,385 AptarGroup shares in Q4 2023, an estimated $298K.
  • Ritholtz Wealth Management first reported a position in AptarGroup in Q3 2023 and held it in 1 quarter.
  • Ritholtz Wealth Management's AptarGroup position peaked at $298K in Q3 2023.
  • 469 funds tracked by Wall St. Rank held AptarGroup as of Q4 2023.

Based on Ritholtz Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.