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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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ATR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of AptarGroup (ATR) in Q2 2019, closing a stake of 579 shares — an estimated $62K sold.

Wealthspire Advisors (Maryland) first reported a position in ATR in Q4 2015 and held it in 14 quarters. The position peaked at $62K in Q1 2019. 396 funds tracked by Wall St. Rank hold ATR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining AptarGroup position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 579 AptarGroup shares in Q2 2019, an estimated $62K.
  • Wealthspire Advisors (Maryland) first reported a position in AptarGroup in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s AptarGroup position peaked at $62K in Q1 2019.
  • 396 funds tracked by Wall St. Rank held AptarGroup as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.