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McGlone Suttner Wealth Management’s Artisan Partners APAM Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-834
Closed -$36.9K – 206
2023
Q4 		$36.9K Buy
+834
New +$31.5K 0.01% 321

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

McGlone Suttner Wealth Management's APAM Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Artisan Partners (APAM) in Q1 2024, closing a stake of 834 shares — an estimated $36.9K sold.

McGlone Suttner Wealth Management first reported a position in APAM in Q4 2023 and held it in 1 quarter. The position peaked at $36.9K in Q4 2023. 331 funds tracked by Wall St. Rank hold APAM as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Artisan Partners position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 834 Artisan Partners shares in Q1 2024, an estimated $36.9K.
  • McGlone Suttner Wealth Management first reported a position in Artisan Partners in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Artisan Partners position peaked at $36.9K in Q4 2023.
  • 331 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.