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Castle Wealth Management’s Artisan Partners APAM Stock Holding History

Castle 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
2022
Q4 		– Sell
-772
Closed -$21K – 134
2022
Q3 		$21K Hold
772
– – 0.01% 322
2022
Q2 		$27K Buy
+772
New +$28.1K 0.02% 286

Other funds holding APAM

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Castle Wealth Management's APAM Position: Q4 2022 in Review

Castle Wealth Management sold out of Artisan Partners (APAM) in Q4 2022, closing a stake of 772 shares — an estimated $21K sold.

Castle Wealth Management first reported a position in APAM in Q2 2022 and held it in 2 quarters. The position peaked at $27K in Q2 2022. 270 funds tracked by Wall St. Rank hold APAM as of Q4 2022.

  • Castle Wealth Management reported no remaining Artisan Partners position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 772 Artisan Partners shares in Q4 2022, an estimated $21K.
  • Castle Wealth Management first reported a position in Artisan Partners in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Artisan Partners position peaked at $27K in Q2 2022.
  • 270 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.