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Kolinsky Wealth Management’s Artisan Partners APAM Stock Holding History

Kolinsky 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
2024
Q4 		$263K Hold
6,101
– – 0.16% 125
2024
Q3 		$264K Buy
6,101
+10
+0.2% +$413 0.17% 132
2024
Q2 		$251K Hold
6,091
– – 0.18% 122
2024
Q1 		$279K Buy
6,091
+106
+2% +$4.55K 0.21% 108
2023
Q4 		$264K Sell
5,985
-207
-3% -$7.81K 0.23% 107
2023
Q3 		$232K Buy
+6,192
New +$240K 0.23% 111
2022
Q3 		– Sell
-5,641
Closed -$201K – 119
2022
Q2 		$201K Buy
+5,641
New +$205K 0.24% 116

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kolinsky Wealth Management's APAM Position: Q4 2024 in Review

Kolinsky Wealth Management held its Artisan Partners (APAM) position steady in Q4 2024 at 6,101 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #125.

Kolinsky Wealth Management first reported a position in APAM in Q2 2022 and has held it in 7 quarters since. The position peaked at $279K in Q1 2024. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

  • Kolinsky Wealth Management held 6,101 shares of Artisan Partners worth $263K as of Q4 2024.
  • Kolinsky Wealth Management left its Artisan Partners share count unchanged in Q4 2024.
  • Artisan Partners made up 0.16% of Kolinsky Wealth Management's portfolio in Q4 2024, its #125 holding.
  • Kolinsky Wealth Management first reported a position in Artisan Partners in Q2 2022 and has held it in 7 quarters since.
  • Kolinsky Wealth Management's Artisan Partners position peaked at $279K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.