WFA of San Diego’s AptarGroup ATR Stock Holding History

WFA of San Diego’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
2020 Q3	–	Sell	-13,360	Closed	-$1.54M	–	84
2020 Q2	$1.54M	Buy	+13,360	New	+$1.42M	0.36%	69

Other funds holding ATR

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

WFA of San Diego's ATR Position: Q3 2020 in Review

WFA of San Diego sold out of AptarGroup (ATR) in Q3 2020, closing a stake of 13,360 shares — an estimated $1.54M sold.

WFA of San Diego first reported a position in ATR in Q2 2020 and held it in 1 quarter. The position peaked at $1.54M in Q2 2020. 414 funds tracked by Wall St. Rank hold ATR as of Q3 2020.

WFA of San Diego reported no remaining AptarGroup position as of Q3 2020 after selling out during the quarter.
WFA of San Diego sold 13,360 AptarGroup shares in Q3 2020, an estimated $1.54M.
WFA of San Diego first reported a position in AptarGroup in Q2 2020 and held it in 1 quarter.
WFA of San Diego's AptarGroup position peaked at $1.54M in Q2 2020.
414 funds tracked by Wall St. Rank held AptarGroup as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.