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Heritage Wealth Management (Arizona)’s Artisan Partners APAM Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$2.32K Buy
78
+39
+100% +$1.2K ﹤0.01% 966
2022
Q3 		$1K Buy
+39
New +$1.37K ﹤0.01% 917

Other funds holding APAM

Vanguard Group
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s APAM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Artisan Partners (APAM) stake by 100% in Q4 2022, buying an estimated $1.2K and bringing the position to 78 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Heritage Wealth Management (Arizona) first reported a position in APAM in Q3 2022 and has held it in 2 quarters since. 270 funds tracked by Wall St. Rank hold APAM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 78 shares of Artisan Partners worth $2.32K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 39 Artisan Partners shares in Q4 2022, an estimated $1.2K.
  • Artisan Partners made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #966 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Artisan Partners in Q3 2022 and has held it in 2 quarters since.
  • 270 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.