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Elmwood Wealth Management’s Arteris AIP Stock Holding History

Elmwood Wealth Management’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-500
Closed -$11K – 118
2021
Q4 		$11K Buy
+500
New +$11.3K 0.01% 284

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GGHC
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SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Elmwood Wealth Management's AIP Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Arteris (AIP) in Q1 2022, closing a stake of 500 shares — an estimated $11K sold.

Elmwood Wealth Management first reported a position in AIP in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 40 funds tracked by Wall St. Rank hold AIP as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Arteris position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 500 Arteris shares in Q1 2022, an estimated $11K.
  • Elmwood Wealth Management first reported a position in Arteris in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Arteris position peaked at $11K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Arteris as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.