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 $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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

VNIM

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

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

Baldwin Wealth Partners's APAM Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 1,000 shares — an estimated $43.3K sold.

Baldwin Wealth Partners first reported a position in APAM in Q4 2020 and held it in 16 quarters. The position peaked at $52K in Q1 2021. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

Baldwin Wealth Partners reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,000 Artisan Partners shares in Q4 2024, an estimated $43.3K.
Baldwin Wealth Partners first reported a position in Artisan Partners in Q4 2020 and held it in 16 quarters.
Baldwin Wealth Partners's Artisan Partners position peaked at $52K in Q1 2021.
358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.