Cornerstone Planning Group’s Artisan Partners APAM Stock Holding History

Cornerstone Planning Group’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	$561	Buy	+16	New	+$492	﹤0.01%	1443

Other funds holding APAM

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

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 Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cornerstone Planning Group's APAM Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in Artisan Partners (APAM) in Q4 2022: 16 shares worth $561. The stake represents ﹤0.01% of the portfolio and ranks #1443 among its holdings.

270 funds tracked by Wall St. Rank hold APAM as of Q4 2022.

Cornerstone Planning Group held 16 shares of Artisan Partners worth $561 as of Q4 2022.
Artisan Partners was a new Cornerstone Planning Group position in Q4 2022.
Artisan Partners made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #1443 holding.
270 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.