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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
Closed -$2.55K – 113
2023
Q4 		$2.55K Sell
58
-53,820
-100% -$2.03M 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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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 $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return