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Phoenix Wealth Advisors’s Artisan Partners APAM Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-800
Closed -$39K – 132
2021
Q3 		$39K Sell
800
-19,456
-96% -$982K 0.03% 209
2021
Q2 		$1.03M Buy
20,256
+19,206
+1,829% +$1.01M 0.75% 37
2021
Q1 		$55K Buy
1,050
+750
+250% +$38.3K 0.04% 184
2020
Q4 		$15K Buy
+300
New +$13.6K 0.01% 271

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.31B AUM 3.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $3.91B AUM 34.32% 1-Year Est. Return

Phoenix Wealth Advisors's APAM Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Artisan Partners (APAM) in Q4 2021, closing a stake of 800 shares — an estimated $39K sold.

Phoenix Wealth Advisors first reported a position in APAM in Q4 2020 and held it in 4 quarters. The position peaked at $1.03M in Q2 2021. 304 funds tracked by Wall St. Rank hold APAM as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Artisan Partners position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 800 Artisan Partners shares in Q4 2021, an estimated $39K.
  • Phoenix Wealth Advisors first reported a position in Artisan Partners in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Artisan Partners position peaked at $1.03M in Q2 2021.
  • 304 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.