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Clearview Wealth Advisors’s Artisan Partners APAM Stock Holding History

Clearview Wealth Advisors’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
Q1 		– Sell
-340
Closed -$16K – 604
2021
Q4 		$16K Hold
340
– – 0.01% 354
2021
Q3 		$17K Buy
+340
New +$17.2K 0.01% 353

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Clearview Wealth Advisors's APAM Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Artisan Partners (APAM) in Q1 2022, closing a stake of 340 shares — an estimated $16K sold.

Clearview Wealth Advisors first reported a position in APAM in Q3 2021 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 271 funds tracked by Wall St. Rank hold APAM as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Artisan Partners position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 340 Artisan Partners shares in Q1 2022, an estimated $16K.
  • Clearview Wealth Advisors first reported a position in Artisan Partners in Q3 2021 and held it in 2 quarters.
  • Clearview Wealth Advisors's Artisan Partners position peaked at $17K in Q3 2021.
  • 271 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.