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ATR icon

RWA Wealth Partners’s AptarGroup ATR Stock Holding History

RWA 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
2026
Q1 		$245K Sell
1,941
-985
-34% -$128K ﹤0.01% 579
2025
Q4 		$357K Buy
2,926
+385
+15% +$47.6K ﹤0.01% 491
2025
Q3 		$340K Hold
2,541
– – ﹤0.01% 507
2025
Q2 		$397K Buy
2,541
+18
+0.7% +$2.72K 0.01% 462
2025
Q1 		$374K Hold
2,523
– – ﹤0.01% 443
2024
Q4 		$396K Sell
2,523
-30
-1% -$5.01K ﹤0.01% 447
2024
Q3 		$409K Sell
2,553
-140
-5% -$20.7K 0.01% 428
2024
Q2 		$379K Hold
2,693
– – 0.01% 423
2024
Q1 		$387K Buy
2,693
+250
+10% +$33.9K 0.01% 424
2023
Q4 		$302K Buy
+2,443
New +$307K ﹤0.01% 439

Other funds holding ATR

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return