IBEX Wealth Advisors’s Artisan Partners APAM Stock Holding History

IBEX Wealth Advisors’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
2025 Q1	–	Sell	-98,645	Closed	-$4.25M	–	129
2024 Q4	$4.25M	Buy	+98,645	New	+$4.51M	0.5%	62
2024 Q3	–	Sell	-77,231	Closed	-$3.19M	–	84
2024 Q2	$3.19M	Buy	+77,231	New	+$3.33M	0.5%	62
2024 Q1	–	Sell	-58,000	Closed	-$2.55M	–	113
2023 Q4	$2.55M	Buy	58,000 +4,122	+8%	+$156K	0.55%	59
2023 Q3	$2.02M	Buy	+53,878	New	+$2.09M	0.51%	60
2021 Q4	–	Sell	-107,488	Closed	-$5.26M	–	202
2021 Q3	$5.26M	Buy	107,488 +2,827	+3%	+$143K	1.01%	29
2021 Q2	$5.32M	Buy	104,661 +2,118	+2%	+$111K	1.06%	27
2021 Q1	$5.35M	Buy	+102,543	New	+$5.23M	1.32%	22
2017 Q1	–	Sell	-198	Closed	-$6K	–	92
2016 Q4	$6K	Buy	+198	New	+$5.65K	﹤0.01%	348

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

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

IBEX Wealth Advisors's APAM Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Artisan Partners (APAM) in Q1 2025, closing a stake of 98,645 shares — an estimated $4.25M sold.

IBEX Wealth Advisors first reported a position in APAM in Q4 2016 and held it in 8 quarters. The position peaked at $5.35M in Q1 2021. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

IBEX Wealth Advisors reported no remaining Artisan Partners position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 98,645 Artisan Partners shares in Q1 2025, an estimated $4.25M.
IBEX Wealth Advisors first reported a position in Artisan Partners in Q4 2016 and held it in 8 quarters.
IBEX Wealth Advisors's Artisan Partners position peaked at $5.35M in Q1 2021.
359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.