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Brass Tax Wealth Management’s Artisan Partners APAM Stock Holding History

Brass Tax 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
2024
Q3 		– Sell
-12,023
Closed -$496K – 204
2024
Q2 		$496K Buy
+12,023
New +$519K 0.1% 94

Other funds holding APAM

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Brass Tax Wealth Management's APAM Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of Artisan Partners (APAM) in Q3 2024, closing a stake of 12,023 shares — an estimated $496K sold.

Brass Tax Wealth Management first reported a position in APAM in Q2 2024 and held it in 1 quarter. The position peaked at $496K in Q2 2024. 341 funds tracked by Wall St. Rank hold APAM as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining Artisan Partners position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 12,023 Artisan Partners shares in Q3 2024, an estimated $496K.
  • Brass Tax Wealth Management first reported a position in Artisan Partners in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's Artisan Partners position peaked at $496K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.