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PFG Private Wealth Management’s Artisan Partners APAM Stock Holding History

PFG Private 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
2021
Q4 		– Sell
-1,473
Closed -$72K – 310
2021
Q3 		$72K Buy
+1,473
New +$74.3K 0.04% 124

Other funds holding APAM

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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 $32.2B AUM 10.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

PFG Private Wealth Management's APAM Position: Q4 2021 in Review

PFG Private Wealth Management sold out of Artisan Partners (APAM) in Q4 2021, closing a stake of 1,473 shares — an estimated $72K sold.

PFG Private Wealth Management first reported a position in APAM in Q3 2021 and held it in 1 quarter. The position peaked at $72K in Q3 2021. 303 funds tracked by Wall St. Rank hold APAM as of Q4 2021.

  • PFG Private Wealth Management reported no remaining Artisan Partners position as of Q4 2021 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,473 Artisan Partners shares in Q4 2021, an estimated $72K.
  • PFG Private Wealth Management first reported a position in Artisan Partners in Q3 2021 and held it in 1 quarter.
  • PFG Private Wealth Management's Artisan Partners position peaked at $72K in Q3 2021.
  • 303 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2021.

Based on PFG Private Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.