One Wealth Advisors’s Artisan Partners APAM Stock Holding History

One 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
2023 Q1	–	Sell	-2,087	Closed	-$62K	–	220
2022 Q4	$62K	Buy	+2,087	New	+$64.1K	0.01%	369
2019 Q2	–	Sell	-2,433	Closed	-$61K	–	141
2019 Q1	$61K	Buy	+2,433	New	+$59.5K	0.05%	221
2018 Q4	–	Sell	-2,315	Closed	-$75K	–	123
2018 Q3	$75K	Hold	2,315	–	–	0.06%	223
2018 Q2	$70K	Hold	2,315	–	–	0.06%	231
2018 Q1	$77K	Sell	2,315 -114	-5%	-$4.11K	0.07%	204
2017 Q4	$96K	Buy	+2,429	New	+$90.1K	0.08%	202

Other funds holding APAM

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

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

CCP

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

One Wealth Advisors's APAM Position: Q1 2023 in Review

One Wealth Advisors sold out of Artisan Partners (APAM) in Q1 2023, closing a stake of 2,087 shares — an estimated $62K sold.

One Wealth Advisors first reported a position in APAM in Q4 2017 and held it in 6 quarters. The position peaked at $96K in Q4 2017. 259 funds tracked by Wall St. Rank hold APAM as of Q1 2023.

One Wealth Advisors reported no remaining Artisan Partners position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 2,087 Artisan Partners shares in Q1 2023, an estimated $62K.
One Wealth Advisors first reported a position in Artisan Partners in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Artisan Partners position peaked at $96K in Q4 2017.
259 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.