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Sowell Financial Services’s AptarGroup ATR Stock Holding History

Sowell 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
2021
Q2 		– Sell
-344
Closed -$54K – 680
2021
Q1 		$54K Sell
344
-60
-15% -$8.28K ﹤0.01% 1617
2020
Q4 		$55K Buy
404
+64
+19% +$7.94K ﹤0.01% 1357
2020
Q3 		$38K Sell
340
-34
-9% -$3.98K ﹤0.01% 1303
2020
Q2 		$42K Buy
374
+322
+619% +$34.3K ﹤0.01% 1207
2020
Q1 		$5K Buy
52
+44
+550% +$4.77K ﹤0.01% 1801
2019
Q4 		$1K Hold
8
– – ﹤0.01% 2291
2019
Q3 		$1K Buy
+8
New +$968 ﹤0.01% 2189

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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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sowell Financial Services's ATR Position: Q2 2021 in Review

Sowell Financial Services sold out of AptarGroup (ATR) in Q2 2021, closing a stake of 344 shares — an estimated $54K sold.

Sowell Financial Services first reported a position in ATR in Q3 2019 and held it in 7 quarters. The position peaked at $55K in Q4 2020. 440 funds tracked by Wall St. Rank hold ATR as of Q2 2021.

  • Sowell Financial Services reported no remaining AptarGroup position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 344 AptarGroup shares in Q2 2021, an estimated $54K.
  • Sowell Financial Services first reported a position in AptarGroup in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's AptarGroup position peaked at $55K in Q4 2020.
  • 440 funds tracked by Wall St. Rank held AptarGroup as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.