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Wilbanks Smith & Thomas Asset Management’s AptarGroup ATR Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-204
Closed -$22K – 419
2018
Q3 		$22K Buy
+204
New +$21K ﹤0.01% 857

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ATR Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of AptarGroup (ATR) in Q4 2018, closing a stake of 204 shares — an estimated $22K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ATR in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 366 funds tracked by Wall St. Rank hold ATR as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining AptarGroup position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 204 AptarGroup shares in Q4 2018, an estimated $22K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in AptarGroup in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's AptarGroup position peaked at $22K in Q3 2018.
  • 366 funds tracked by Wall St. Rank held AptarGroup as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.