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180 Wealth Advisors’s Artisan Partners APAM Stock Holding History

180 Wealth Advisors’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,021
Closed -$214K – 345
2020
Q4 		$214K Buy
+4,021
New +$183K 0.06% 291

Other funds holding APAM

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

180 Wealth Advisors's APAM Position: Q1 2021 in Review

180 Wealth Advisors sold out of Artisan Partners (APAM) in Q1 2021, closing a stake of 4,021 shares — an estimated $214K sold.

180 Wealth Advisors first reported a position in APAM in Q4 2020 and held it in 1 quarter. The position peaked at $214K in Q4 2020. 322 funds tracked by Wall St. Rank hold APAM as of Q1 2021.

  • 180 Wealth Advisors reported no remaining Artisan Partners position as of Q1 2021 after selling out during the quarter.
  • 180 Wealth Advisors sold 4,021 Artisan Partners shares in Q1 2021, an estimated $214K.
  • 180 Wealth Advisors first reported a position in Artisan Partners in Q4 2020 and held it in 1 quarter.
  • 180 Wealth Advisors's Artisan Partners position peaked at $214K in Q4 2020.
  • 322 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2021.

Based on 180 Wealth Advisors's 13F filing for Q1 2021, filed 25 May 2021.