Guardian Wealth Advisors (North Carolina)’s Artisan Partners APAM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q4	–	Sell	-5,282	Closed	-$229K	–	520
2024 Q3	$229K	Hold	5,282	–	–	0.02%	249
2024 Q2	$218K	Hold	5,282	–	–	0.03%	247
2024 Q1	$242K	Sell	5,282 -435	-8%	-$18.7K	0.03%	239
2023 Q4	$253K	Hold	5,717	–	–	0.04%	209
2023 Q3	$214K	Sell	5,717 -81	-1%	-$3.14K	0.04%	228
2023 Q2	$228K	Buy	+5,798	New	+$200K	0.04%	207

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

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

CCM

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s APAM Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 5,282 shares — an estimated $229K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in APAM in Q2 2023 and held it in 6 quarters. The position peaked at $253K in Q4 2023. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 5,282 Artisan Partners shares in Q4 2024, an estimated $229K.
Guardian Wealth Advisors (North Carolina) first reported a position in Artisan Partners in Q2 2023 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s Artisan Partners position peaked at $253K in Q4 2023.
358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.