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Gupta Wealth Management’s Artisan Partners APAM Stock Holding History

Gupta Wealth Management’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
2015
Q4 		– Sell
-195
Closed -$7K – 1241
2015
Q3 		$7K Sell
195
-3,815
-95% -$165K ﹤0.01% 977
2015
Q2 		$186K Buy
4,010
+3,820
+2,011% +$175K 0.05% 263
2015
Q1 		$9K Buy
+190
New +$8.99K ﹤0.01% 772

Other funds holding APAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gupta Wealth Management's APAM Position: Q4 2015 in Review

Gupta Wealth Management sold out of Artisan Partners (APAM) in Q4 2015, closing a stake of 195 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in APAM in Q1 2015 and held it in 3 quarters. The position peaked at $186K in Q2 2015. 158 funds tracked by Wall St. Rank hold APAM as of Q4 2015.

  • Gupta Wealth Management reported no remaining Artisan Partners position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 195 Artisan Partners shares in Q4 2015, an estimated $7K.
  • Gupta Wealth Management first reported a position in Artisan Partners in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Artisan Partners position peaked at $186K in Q2 2015.
  • 158 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.