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Prestige Wealth Management Group’s Artisan Partners APAM Stock Holding History

Prestige Wealth Management Group’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
-27
Closed -$802 – 1060
2022
Q4 		$802 Buy
+27
New +$830 ﹤0.01% 1008

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WA
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Morgan Stanley
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Charles Schwab
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CCM
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Fisher Asset Management
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Macquarie Group
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Prestige Wealth Management Group's APAM Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Artisan Partners (APAM) in Q1 2023, closing a stake of 27 shares — an estimated $802 sold.

Prestige Wealth Management Group first reported a position in APAM in Q4 2022 and held it in 1 quarter. The position peaked at $802 in Q4 2022. 259 funds tracked by Wall St. Rank hold APAM as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Artisan Partners position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 27 Artisan Partners shares in Q1 2023, an estimated $802.
  • Prestige Wealth Management Group first reported a position in Artisan Partners in Q4 2022 and held it in 1 quarter.
  • Prestige Wealth Management Group's Artisan Partners position peaked at $802 in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.