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Curi Wealth Management’s Artisan Partners APAM Stock Holding History

Curi 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
Q3 		– Sell
-33
Closed -$1K – 213
2022
Q2 		$1K Hold
33
– – ﹤0.01% 544
2022
Q1 		$1K Hold
33
– – ﹤0.01% 470
2021
Q4 		$1K Buy
+33
New +$1.58K ﹤0.01% 432

Other funds holding APAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi Wealth Management's APAM Position: Q3 2022 in Review

Curi Wealth Management sold out of Artisan Partners (APAM) in Q3 2022, closing a stake of 33 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in APAM in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

  • Curi Wealth Management reported no remaining Artisan Partners position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 33 Artisan Partners shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Artisan Partners in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Artisan Partners position peaked at $1K in Q2 2022.
  • 260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.