ACG Wealth’s Artisan Partners APAM Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-524	Closed	-$19K	–	281
2022 Q2	$19K	Buy	+524	New	+$19.1K	﹤0.01%	577

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACG Wealth's APAM Position: Q3 2022 in Review

ACG Wealth sold out of Artisan Partners (APAM) in Q3 2022, closing a stake of 524 shares — an estimated $19K sold.

ACG Wealth first reported a position in APAM in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

ACG Wealth reported no remaining Artisan Partners position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 524 Artisan Partners shares in Q3 2022, an estimated $19K.
ACG Wealth first reported a position in Artisan Partners in Q2 2022 and held it in 1 quarter.
ACG Wealth's Artisan Partners position peaked at $19K in Q2 2022.
260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.