KWM
APAM icon

Kingsview Wealth Management’s Artisan Partners APAM Stock Holding History

Kingsview Wealth Management’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
Q2 		– Sell
-18,064
Closed -$578K – 908
2023
Q1 		$578K Buy
18,064
+7,049
+64% +$236K 0.02% 534
2022
Q4 		$327K Buy
11,015
+1,437
+15% +$44.2K 0.01% 635
2022
Q3 		$258K Buy
+9,578
New +$337K 0.01% 679
2022
Q2 		– Sell
-17,887
Closed -$704K – 812
2022
Q1 		$704K Buy
17,887
+1,349
+8% +$54.8K 0.03% 494
2021
Q4 		$788K Buy
16,538
+2,830
+21% +$136K 0.03% 464
2021
Q3 		$671K Buy
13,708
+532
+4% +$26.9K 0.03% 480
2021
Q2 		$677K Buy
13,176
+6,848
+108% +$360K 0.03% 480
2021
Q1 		$332K Buy
+6,328
New +$323K 0.02% 608

Other funds holding APAM

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return