Wayfinding Financial’s AptarGroup ATR Stock Holding History

Wayfinding Financial’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
2025 Q2	–	Sell	-144	Closed	-$21K	–	182
2025 Q1	$21K	Buy	+144	New	+$21.7K	0.01%	538

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Wayfinding Financial's ATR Position: Q2 2025 in Review

Wayfinding Financial sold out of AptarGroup (ATR) in Q2 2025, closing a stake of 144 shares — an estimated $21K sold.

Wayfinding Financial first reported a position in ATR in Q1 2025 and held it in 1 quarter. The position peaked at $21K in Q1 2025. 504 funds tracked by Wall St. Rank hold ATR as of Q2 2025.

Wayfinding Financial reported no remaining AptarGroup position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 144 AptarGroup shares in Q2 2025, an estimated $21K.
Wayfinding Financial first reported a position in AptarGroup in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's AptarGroup position peaked at $21K in Q1 2025.
504 funds tracked by Wall St. Rank held AptarGroup as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.