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Abich Financial Wealth Management’s Artisan Partners APAM Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		– Sell
-25
Closed -$1.03K – 406
2024
Q2 		$1.03K Buy
+25
New +$1.08K ﹤0.01% 609

Other funds holding APAM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Abich Financial Wealth Management's APAM Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Artisan Partners (APAM) in Q3 2024, closing a stake of 25 shares — an estimated $1.03K sold.

Abich Financial Wealth Management first reported a position in APAM in Q2 2024 and held it in 1 quarter. The position peaked at $1.03K in Q2 2024. 341 funds tracked by Wall St. Rank hold APAM as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Artisan Partners position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 25 Artisan Partners shares in Q3 2024, an estimated $1.03K.
  • Abich Financial Wealth Management first reported a position in Artisan Partners in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Artisan Partners position peaked at $1.03K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.