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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Redwood Wealth Management Group's APAM Position: Q1 2025 in Review

Redwood Wealth Management Group sold out of Artisan Partners (APAM) in Q1 2025, closing a stake of 4,896 shares — an estimated $211K sold.

Redwood Wealth Management Group first reported a position in APAM in Q2 2023 and held it in 7 quarters. The position peaked at $254K in Q1 2024. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

Redwood Wealth Management Group reported no remaining Artisan Partners position as of Q1 2025 after selling out during the quarter.
Redwood Wealth Management Group sold 4,896 Artisan Partners shares in Q1 2025, an estimated $211K.
Redwood Wealth Management Group first reported a position in Artisan Partners in Q2 2023 and held it in 7 quarters.
Redwood Wealth Management Group's Artisan Partners position peaked at $254K in Q1 2024.
359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on Redwood Wealth Management Group's 13F filing for Q1 2025, filed 21 Apr 2025.