Glassman Wealth Services’s Artisan Partners APAM Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-82	Closed	-$3.62K	–	303
2023 Q4	$3.62K	Sell	82 -4	-5%	-$151	﹤0.01%	1165
2023 Q3	$3.22K	Hold	86	–	–	﹤0.01%	1198
2023 Q2	$3.38K	Hold	86	–	–	﹤0.01%	1102
2023 Q1	$2.75K	Hold	86	–	–	﹤0.01%	1161
2022 Q4	$2.55K	Buy	86 +23	+37%	+$707	﹤0.01%	1200
2022 Q3	$2K	Sell	63 -1	-2%	-$35	﹤0.01%	1179
2022 Q2	$2K	Sell	64 -23	-26%	-$837	﹤0.01%	1196
2022 Q1	$3K	Buy	87 +28	+47%	+$1.14K	﹤0.01%	1097
2021 Q4	$3K	Hold	59	–	–	﹤0.01%	1073
2021 Q3	$3K	Hold	59	–	–	﹤0.01%	1050
2021 Q2	$3K	Hold	59	–	–	﹤0.01%	1027
2021 Q1	$3K	Hold	59	–	–	﹤0.01%	973
2020 Q4	$3K	Hold	59	–	–	﹤0.01%	948
2020 Q3	$2K	Hold	59	–	–	﹤0.01%	958
2020 Q2	$2K	Sell	59 -10	-14%	-$277	﹤0.01%	818
2020 Q1	$1K	Buy	69 +14	+25%	+$420	﹤0.01%	798
2019 Q4	$2K	Hold	55	–	–	﹤0.01%	725
2019 Q3	$2K	Hold	55	–	–	﹤0.01%	666
2019 Q2	$2K	Hold	55	–	–	﹤0.01%	688
2019 Q1	$1K	Buy	+55	New	+$1.34K	﹤0.01%	756

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Glassman Wealth Services's APAM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Artisan Partners (APAM) in Q1 2024, closing a stake of 82 shares — an estimated $3.62K sold.

Glassman Wealth Services first reported a position in APAM in Q1 2019 and held it in 20 quarters. The position peaked at $3.62K in Q4 2023. 331 funds tracked by Wall St. Rank hold APAM as of Q1 2024.

Glassman Wealth Services reported no remaining Artisan Partners position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 82 Artisan Partners shares in Q1 2024, an estimated $3.62K.
Glassman Wealth Services first reported a position in Artisan Partners in Q1 2019 and held it in 20 quarters.
Glassman Wealth Services's Artisan Partners position peaked at $3.62K in Q4 2023.
331 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.