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

Redwood 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
2025
Q1 		– Sell
-4,896
Closed -$211K – 158
2024
Q4 		$211K Sell
4,896
-195
-4% -$8.91K 0.1% 156
2024
Q3 		$221K Sell
5,091
-478
-9% -$19.7K 0.11% 152
2024
Q2 		$230K Buy
5,569
+10
+0.2% +$432 0.17% 107
2024
Q1 		$254K Sell
5,559
-112
-2% -$4.81K 0.27% 98
2023
Q4 		$251K Sell
5,671
-299
-5% -$11.3K 0.28% 100
2023
Q3 		$223K Sell
5,970
-86
-1% -$3.33K 0.26% 108
2023
Q2 		$238K Buy
+6,056
New +$209K 0.26% 108

Other funds holding APAM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return