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Fiduciary Alliance’s Artisan Partners APAM Stock Holding History

Fiduciary Alliance’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
Q1 		– Sell
-37
Closed -$1.1K – 176
2022
Q4 		$1.1K Buy
+37
New +$1.14K ﹤0.01% 769

Other funds holding APAM

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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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fiduciary Alliance's APAM Position: Q1 2023 in Review

Fiduciary Alliance sold out of Artisan Partners (APAM) in Q1 2023, closing a stake of 37 shares — an estimated $1.1K sold.

Fiduciary Alliance first reported a position in APAM in Q4 2022 and held it in 1 quarter. The position peaked at $1.1K in Q4 2022. 259 funds tracked by Wall St. Rank hold APAM as of Q1 2023.

  • Fiduciary Alliance reported no remaining Artisan Partners position as of Q1 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 37 Artisan Partners shares in Q1 2023, an estimated $1.1K.
  • Fiduciary Alliance first reported a position in Artisan Partners in Q4 2022 and held it in 1 quarter.
  • Fiduciary Alliance's Artisan Partners position peaked at $1.1K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.