Lenox Wealth Advisors’s Artisan Partners APAM Stock Holding History

Lenox Wealth Advisors’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
2020 Q2	–	Sell	-43	Closed	-$1K	–	591
2020 Q1	$1K	Buy	+43	New	+$1.29K	﹤0.01%	651
2019 Q2	–	Sell	-49	Closed	-$1K	–	416
2019 Q1	$1K	Buy	+49	New	+$1.2K	﹤0.01%	574
2018 Q2	–	Sell	-20	Closed	-$1K	–	545
2018 Q1	$1K	Buy	+20	New	+$722	﹤0.01%	495

Other funds holding APAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lenox Wealth Advisors's APAM Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Artisan Partners (APAM) in Q2 2020, closing a stake of 43 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in APAM in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 229 funds tracked by Wall St. Rank hold APAM as of Q2 2020.

Lenox Wealth Advisors reported no remaining Artisan Partners position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 43 Artisan Partners shares in Q2 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in Artisan Partners in Q1 2018 and held it in 3 quarters.
Lenox Wealth Advisors's Artisan Partners position peaked at $1K in Q1 2020.
229 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.