Avior Wealth Management’s Artisan Partners APAM Stock Holding History

Avior 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
2025 Q1	–	Sell	-212	Closed	-$9.13K	–	817
2024 Q4	$9.13K	Sell	212 -150	-41%	-$6.85K	﹤0.01%	1652
2024 Q3	$15.7K	Sell	362 -129	-26%	-$5.32K	﹤0.01%	1425
2024 Q2	$20.3K	Sell	491 -13	-3%	-$561	﹤0.01%	1344
2024 Q1	$23.1K	Sell	504 -104	-17%	-$4.47K	﹤0.01%	1540
2023 Q4	$26.9K	Hold	608	–	–	﹤0.01%	835
2023 Q3	$22.8K	Hold	608	–	–	﹤0.01%	920
2023 Q2	$23.9K	Hold	608	–	–	﹤0.01%	909
2023 Q1	$19.4K	Buy	+608	New	+$20.4K	﹤0.01%	948
2019 Q1	–	Sell	-11,050	Closed	-$244K	–	644
2018 Q4	$244K	Hold	11,050	–	–	0.06%	269
2018 Q3	$358K	Hold	11,050	–	–	0.08%	234
2018 Q2	$333K	Hold	11,050	–	–	0.08%	232
2018 Q1	$368K	Hold	11,050	–	–	0.09%	204
2017 Q4	$436K	Buy	+11,050	New	+$410K	0.1%	191

Other funds holding APAM

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

CCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Avior Wealth Management's APAM Position: Q1 2025 in Review

Avior Wealth Management sold out of Artisan Partners (APAM) in Q1 2025, closing a stake of 212 shares — an estimated $9.13K sold.

Avior Wealth Management first reported a position in APAM in Q4 2017 and held it in 13 quarters. The position peaked at $436K in Q4 2017. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

Avior Wealth Management reported no remaining Artisan Partners position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 212 Artisan Partners shares in Q1 2025, an estimated $9.13K.
Avior Wealth Management first reported a position in Artisan Partners in Q4 2017 and held it in 13 quarters.
Avior Wealth Management's Artisan Partners position peaked at $436K in Q4 2017.
359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.