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Mosaic Family Wealth’s Artisan Partners APAM Stock Holding History

Mosaic Family 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
2021
Q4 		$340K Sell
7,143
-14
-0.2% -$672 0.09% 124
2021
Q3 		$350K Buy
+7,157
New +$361K 0.1% 123

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Mosaic Family Wealth's APAM Position: Q4 2021 in Review

Mosaic Family Wealth reduced its Artisan Partners (APAM) stake by 0.2% in Q4 2021, selling an estimated $672 and leaving 7,143 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #124.

Mosaic Family Wealth first reported a position in APAM in Q3 2021 and has held it in 2 quarters since. The position peaked at $350K in Q3 2021. 304 funds tracked by Wall St. Rank hold APAM as of Q4 2021.

  • Mosaic Family Wealth held 7,143 shares of Artisan Partners worth $340K as of Q4 2021.
  • Mosaic Family Wealth sold 14 Artisan Partners shares in Q4 2021, an estimated $672.
  • Artisan Partners made up 0.09% of Mosaic Family Wealth's portfolio in Q4 2021, its #124 holding.
  • Mosaic Family Wealth first reported a position in Artisan Partners in Q3 2021 and has held it in 2 quarters since.
  • Mosaic Family Wealth's Artisan Partners position peaked at $350K in Q3 2021.
  • 304 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.