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Arkadios Wealth Advisors’s Artisan Partners APAM Stock Holding History

Arkadios 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
Q3 		– Sell
-125
Closed -$6K – 1859
2021
Q2 		$6K Buy
+125
New +$6.57K ﹤0.01% 1652

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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arkadios Wealth Advisors's APAM Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Artisan Partners (APAM) in Q3 2021, closing a stake of 125 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in APAM in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Artisan Partners position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 125 Artisan Partners shares in Q3 2021, an estimated $6K.
  • Arkadios Wealth Advisors first reported a position in Artisan Partners in Q2 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Artisan Partners position peaked at $6K in Q2 2021.
  • 300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.