Ellevest Inc’s Artisan Partners APAM Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-23	Closed	-$736	–	434
2023 Q1	$736	Hold	23	–	–	﹤0.01%	1625
2022 Q4	$683	Buy	+23	New	+$707	﹤0.01%	1580

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Ellevest Inc's APAM Position: Q2 2023 in Review

Ellevest Inc sold out of Artisan Partners (APAM) in Q2 2023, closing a stake of 23 shares — an estimated $736 sold.

Ellevest Inc first reported a position in APAM in Q4 2022 and held it in 2 quarters. The position peaked at $736 in Q1 2023. 280 funds tracked by Wall St. Rank hold APAM as of Q2 2023.

Ellevest Inc reported no remaining Artisan Partners position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 23 Artisan Partners shares in Q2 2023, an estimated $736.
Ellevest Inc first reported a position in Artisan Partners in Q4 2022 and held it in 2 quarters.
Ellevest Inc's Artisan Partners position peaked at $736 in Q1 2023.
280 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.