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West Coast Financial’s AptarGroup ATR Stock Holding History

West Coast 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
-21,471
Closed -$3.19M – 13
2025
Q1 		$3.19M Sell
21,471
-316
-1% -$47.6K 0.36% 50
2024
Q4 		$3.42M Buy
21,787
+320
+1% +$53.4K 0.38% 50
2024
Q3 		$3.44M Buy
21,467
+379
+2% +$56.2K 0.38% 54
2024
Q2 		$2.97M Buy
+21,088
New +$3.05M 0.35% 56

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

West Coast Financial's ATR Position: Q2 2025 in Review

West Coast Financial sold out of AptarGroup (ATR) in Q2 2025, closing a stake of 21,471 shares — an estimated $3.19M sold.

West Coast Financial first reported a position in ATR in Q2 2024 and held it in 4 quarters. The position peaked at $3.44M in Q3 2024. 504 funds tracked by Wall St. Rank hold ATR as of Q2 2025.

  • West Coast Financial reported no remaining AptarGroup position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 21,471 AptarGroup shares in Q2 2025, an estimated $3.19M.
  • West Coast Financial first reported a position in AptarGroup in Q2 2024 and held it in 4 quarters.
  • West Coast Financial's AptarGroup position peaked at $3.44M in Q3 2024.
  • 504 funds tracked by Wall St. Rank held AptarGroup as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.