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Evolution Wealth Advisors’s Artisan Partners APAM Stock Holding History

Evolution Wealth Advisors’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
2021
Q2 		– Sell
-131
Closed -$7K – 630
2021
Q1 		$7K Buy
+131
New +$6.68K ﹤0.01% 468

Other funds holding APAM

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evolution Wealth Advisors's APAM Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Artisan Partners (APAM) in Q2 2021, closing a stake of 131 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in APAM in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 308 funds tracked by Wall St. Rank hold APAM as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining Artisan Partners position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 131 Artisan Partners shares in Q2 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in Artisan Partners in Q1 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Artisan Partners position peaked at $7K in Q1 2021.
  • 308 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.