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Lake Point Wealth Management’s Artisan Partners APAM Stock Holding History

Lake Point 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
2019
Q2 		$11K Hold
400
– – ﹤0.01% 305
2019
Q1 		$11K Hold
400
– – ﹤0.01% 305
2018
Q4 		$9K Buy
+400
New +$10.7K ﹤0.01% 474

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lake Point Wealth Management's APAM Position: Q2 2019 in Review

Lake Point Wealth Management held its Artisan Partners (APAM) position steady in Q2 2019 at 400 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Lake Point Wealth Management first reported a position in APAM in Q4 2018 and has held it in 3 quarters since. 229 funds tracked by Wall St. Rank hold APAM as of Q2 2019.

  • Lake Point Wealth Management held 400 shares of Artisan Partners worth $11K as of Q2 2019.
  • Lake Point Wealth Management left its Artisan Partners share count unchanged in Q2 2019.
  • Artisan Partners made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #305 holding.
  • Lake Point Wealth Management first reported a position in Artisan Partners in Q4 2018 and has held it in 3 quarters since.
  • 229 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.