IronBridge Private Wealth’s Artisan Partners APAM Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-242	Closed	-$12K	–	52
2021 Q4	$12K	Buy	242 +54	+29%	+$2.59K	0.01%	161
2021 Q3	$9K	Hold	188	–	–	﹤0.01%	156
2021 Q2	$10K	Hold	188	–	–	0.01%	152
2021 Q1	$10K	Buy	188 +16	+9%	+$816	0.01%	153
2020 Q4	$9K	Buy	+172	New	+$7.82K	0.01%	149

Other funds holding APAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

IronBridge Private Wealth's APAM Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Artisan Partners (APAM) in Q1 2022, closing a stake of 242 shares — an estimated $12K sold.

IronBridge Private Wealth first reported a position in APAM in Q4 2020 and held it in 5 quarters. The position peaked at $12K in Q4 2021. 271 funds tracked by Wall St. Rank hold APAM as of Q1 2022.

IronBridge Private Wealth reported no remaining Artisan Partners position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 242 Artisan Partners shares in Q1 2022, an estimated $12K.
IronBridge Private Wealth first reported a position in Artisan Partners in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Artisan Partners position peaked at $12K in Q4 2021.
271 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.