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Wealthspire Advisors (Maryland)’s AptarGroup ATR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-579
Closed -$62K – 578
2019
Q1 		$62K Buy
579
+381
+192% +$38.1K ﹤0.01% 816
2018
Q4 		$19K Buy
198
+3
+2% +$306 ﹤0.01% 1216
2018
Q3 		$21K Sell
195
-3
-2% -$308 ﹤0.01% 1284
2018
Q2 		$18K Sell
198
-9
-4% -$838 ﹤0.01% 1344
2018
Q1 		$19K Sell
207
-92
-31% -$8.11K ﹤0.01% 1310
2017
Q4 		$26K Buy
299
+32
+12% +$2.79K ﹤0.01% 1240
2017
Q3 		$23K Sell
267
-2
-0.7% -$170 ﹤0.01% 1245
2017
Q2 		$23K Buy
269
+82
+44% +$6.75K ﹤0.01% 1212
2017
Q1 		$14K Buy
187
+13
+7% +$971 ﹤0.01% 1194
2016
Q4 		$13K Sell
174
-90
-34% -$6.7K ﹤0.01% 1132
2016
Q3 		$20K Sell
264
-20
-7% -$1.56K ﹤0.01% 1049
2016
Q2 		$22K Hold
284
– – ﹤0.01% 964
2016
Q1 		$22K Sell
284
-185
-39% -$13.6K ﹤0.01% 939
2015
Q4 		$34K Buy
+469
New +$33.9K 0.01% 812

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return