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	–	304
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 $5.7T AUM 30.48% 1-Year Est. Return

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 $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return