Baldwin Wealth Partners’s Artisan Partners APAM Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-1,000	Closed	-$43.3K	–	276
2024 Q3	$43.3K	Hold	1,000	–	–	﹤0.01%	578
2024 Q2	$41.3K	Hold	1,000	–	–	﹤0.01%	375
2024 Q1	$45.8K	Hold	1,000	–	–	﹤0.01%	378
2023 Q4	$44.2K	Hold	1,000	–	–	﹤0.01%	386
2023 Q3	$37.4K	Hold	1,000	–	–	﹤0.01%	431
2023 Q2	$39.3K	Hold	1,000	–	–	﹤0.01%	443
2023 Q1	$32K	Hold	1,000	–	–	﹤0.01%	483
2022 Q4	$29.7K	Hold	1,000	–	–	﹤0.01%	491
2022 Q3	$27K	Hold	1,000	–	–	﹤0.01%	409
2022 Q2	$36K	Hold	1,000	–	–	﹤0.01%	393
2022 Q1	$39K	Hold	1,000	–	–	﹤0.01%	406
2021 Q4	$48K	Hold	1,000	–	–	﹤0.01%	349
2021 Q3	$49K	Hold	1,000	–	–	0.01%	350
2021 Q2	$51K	Hold	1,000	–	–	0.01%	353
2021 Q1	$52K	Hold	1,000	–	–	0.01%	338
2020 Q4	$50K	Buy	+1,000	New	+$45.4K	0.01%	317

Other funds holding APAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return