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Destination Wealth Management’s Artisan Partners APAM Stock Holding History

Destination 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
Q1 		– Sell
-7,077
Closed -$337K – 194
2021
Q4 		$337K Buy
+7,077
New +$340K 0.01% 165

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CCP
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Fisher Asset Management
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State Street
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Neuberger Berman Group
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CCM
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Destination Wealth Management's APAM Position: Q1 2022 in Review

Destination Wealth Management sold out of Artisan Partners (APAM) in Q1 2022, closing a stake of 7,077 shares — an estimated $337K sold.

Destination Wealth Management first reported a position in APAM in Q4 2021 and held it in 1 quarter. The position peaked at $337K in Q4 2021. 271 funds tracked by Wall St. Rank hold APAM as of Q1 2022.

  • Destination Wealth Management reported no remaining Artisan Partners position as of Q1 2022 after selling out during the quarter.
  • Destination Wealth Management sold 7,077 Artisan Partners shares in Q1 2022, an estimated $337K.
  • Destination Wealth Management first reported a position in Artisan Partners in Q4 2021 and held it in 1 quarter.
  • Destination Wealth Management's Artisan Partners position peaked at $337K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2022.

Based on Destination Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.