Kore Private Wealth’s Artisan Partners APAM Stock Holding History

Kore 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
2019 Q2	–	Sell	-470	Closed	-$12K	–	264
2019 Q1	$12K	Buy	+470	New	+$11.5K	﹤0.01%	583

Other funds holding APAM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kore Private Wealth's APAM Position: Q2 2019 in Review

Kore Private Wealth sold out of Artisan Partners (APAM) in Q2 2019, closing a stake of 470 shares — an estimated $12K sold.

Kore Private Wealth first reported a position in APAM in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 229 funds tracked by Wall St. Rank hold APAM as of Q2 2019.

Kore Private Wealth reported no remaining Artisan Partners position as of Q2 2019 after selling out during the quarter.
Kore Private Wealth sold 470 Artisan Partners shares in Q2 2019, an estimated $12K.
Kore Private Wealth first reported a position in Artisan Partners in Q1 2019 and held it in 1 quarter.
Kore Private Wealth's Artisan Partners position peaked at $12K in Q1 2019.
229 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.