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Garrett Wealth Advisory Group’s Artisan Partners APAM Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-41
Closed -$1.16K – 96
2019
Q3 		$1.16K Buy
+41
New +$1.15K ﹤0.01% 685

Other funds holding APAM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Garrett Wealth Advisory Group's APAM Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Artisan Partners (APAM) in Q4 2019, closing a stake of 41 shares — an estimated $1.16K sold.

Garrett Wealth Advisory Group first reported a position in APAM in Q3 2019 and held it in 1 quarter. The position peaked at $1.16K in Q3 2019. 216 funds tracked by Wall St. Rank hold APAM as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Artisan Partners position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 41 Artisan Partners shares in Q4 2019, an estimated $1.16K.
  • Garrett Wealth Advisory Group first reported a position in Artisan Partners in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Artisan Partners position peaked at $1.16K in Q3 2019.
  • 216 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.