KWM
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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

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return