Sutton Wealth Advisors’s AptarGroup ATR Stock Holding History

Sutton Wealth Advisors’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 Q3	$4.25K	Hold	34	–	–	﹤0.01%	612
2023 Q2	$3.94K	Hold	34	–	–	﹤0.01%	599
2023 Q1	$4.02K	Sell	34 -793	-96%	-$90.2K	﹤0.01%	549
2022 Q4	$91K	Sell	827 -4	-0.5%	-$411	0.03%	262
2022 Q3	$79K	Sell	831 -3	-0.4%	-$312	0.03%	281
2022 Q2	$86.1K	Hold	834	–	–	0.03%	260
2022 Q1	$98K	Buy	834 +5	+0.6%	+$588	0.03%	254
2021 Q4	$102K	Buy	829 +7	+0.9%	+$871	0.03%	260
2021 Q3	$98.1K	Hold	822	–	–	0.04%	251
2021 Q2	$116K	Sell	822 -1	-0.1%	-$147	0.04%	236
2021 Q1	$117K	Hold	823	–	–	0.05%	222
2020 Q4	$113K	Hold	823	–	–	0.05%	215
2020 Q3	$93.2K	Hold	823	–	–	0.05%	218
2020 Q2	$92.2K	Buy	823 +3	+0.4%	+$319	0.05%	216
2020 Q1	$81.6K	Buy	820 +18	+2%	+$1.95K	0.05%	208
2019 Q4	$92.7K	Hold	802	–	–	0.05%	222
2019 Q3	$95K	Hold	802	–	–	0.05%	216
2019 Q2	$99.7K	Hold	802	–	–	0.06%	211
2019 Q1	$85.3K	Buy	802 +8	+1%	+$799	0.05%	227
2018 Q4	$74.7K	Hold	794	–	–	0.05%	226
2018 Q3	$85.5K	Hold	794	–	–	0.06%	212
2018 Q2	$74.1K	Hold	794	–	–	0.05%	225
2018 Q1	$71.3K	Hold	794	–	–	0.05%	227
2017 Q4	$68.5K	Hold	794	–	–	0.05%	224
2017 Q3	$68.5K	Hold	794	–	–	0.05%	225
2017 Q2	$69K	Hold	794	–	–	0.05%	219
2017 Q1	$61.1K	Hold	794	–	–	0.05%	230
2016 Q4	$58.3K	Hold	794	–	–	0.05%	239
2016 Q3	$61.5K	Hold	794	–	–	0.06%	222
2016 Q2	$62.8K	Hold	794	–	–	0.06%	217
2016 Q1	$62.3K	Buy	+794	New	+$58.2K	0.06%	221

Other funds holding ATR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sutton Wealth Advisors's ATR Position: Q3 2023 in Review

Sutton Wealth Advisors held its AptarGroup (ATR) position steady in Q3 2023 at 34 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Sutton Wealth Advisors first reported a position in ATR in Q1 2016 and has held it in 31 quarters since. The position peaked at $117K in Q1 2021. 424 funds tracked by Wall St. Rank hold ATR as of Q3 2023.

Sutton Wealth Advisors held 34 shares of AptarGroup worth $4.25K as of Q3 2023.
Sutton Wealth Advisors left its AptarGroup share count unchanged in Q3 2023.
AptarGroup made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #612 holding.
Sutton Wealth Advisors first reported a position in AptarGroup in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's AptarGroup position peaked at $117K in Q1 2021.
424 funds tracked by Wall St. Rank held AptarGroup as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.