IIC
APAM icon

Ironwood Investment Counsel’s Artisan Partners APAM Stock Holding History

Ironwood Investment Counsel’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
Q3 		– Sell
-6,175
Closed -$243K – 245
2023
Q2 		$243K Buy
+6,175
New +$213K 0.05% 184
2019
Q3 		– Sell
-14,194
Closed -$390K – 168
2019
Q2 		$390K Buy
14,194
+2,965
+26% +$78.9K 0.15% 101
2019
Q1 		$282K Buy
11,229
+879
+8% +$21.5K 0.11% 126
2018
Q4 		$228K Buy
+10,350
New +$276K 0.1% 136

Other funds holding APAM

BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ironwood Investment Counsel's APAM Position: Q3 2023 in Review

Ironwood Investment Counsel sold out of Artisan Partners (APAM) in Q3 2023, closing a stake of 6,175 shares — an estimated $243K sold.

Ironwood Investment Counsel first reported a position in APAM in Q4 2018 and held it in 4 quarters. The position peaked at $390K in Q2 2019. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2023.

  • Ironwood Investment Counsel reported no remaining Artisan Partners position as of Q3 2023 after selling out during the quarter.
  • Ironwood Investment Counsel sold 6,175 Artisan Partners shares in Q3 2023, an estimated $243K.
  • Ironwood Investment Counsel first reported a position in Artisan Partners in Q4 2018 and held it in 4 quarters.
  • Ironwood Investment Counsel's Artisan Partners position peaked at $390K in Q2 2019.
  • 300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2023.

Based on Ironwood Investment Counsel's 13F filing for Q3 2023, filed 14 Nov 2023.