IWP
APAM icon

IAG Wealth Partners’s Artisan Partners APAM Stock Holding History

IAG Wealth Partners’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
2023
Q1 		– Sell
-200
Closed -$5.94K – 454
2022
Q4 		$5.94K Hold
200
– – ﹤0.01% 344
2022
Q3 		$5K Buy
+200
New +$7.03K ﹤0.01% 337

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

IAG Wealth Partners's APAM Position: Q1 2023 in Review

IAG Wealth Partners sold out of Artisan Partners (APAM) in Q1 2023, closing a stake of 200 shares — an estimated $5.94K sold.

IAG Wealth Partners first reported a position in APAM in Q3 2022 and held it in 2 quarters. The position peaked at $5.94K in Q4 2022. 259 funds tracked by Wall St. Rank hold APAM as of Q1 2023.

  • IAG Wealth Partners reported no remaining Artisan Partners position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 200 Artisan Partners shares in Q1 2023, an estimated $5.94K.
  • IAG Wealth Partners first reported a position in Artisan Partners in Q3 2022 and held it in 2 quarters.
  • IAG Wealth Partners's Artisan Partners position peaked at $5.94K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.