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Samalin Investment Counsel’s Artisan Partners APAM Stock Holding History

Samalin Investment Counsel’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
Q3 		– Sell
-5,283
Closed -$208K – 258
2023
Q2 		$208K Buy
+5,283
New +$182K 0.11% 240
2023
Q1 		– Sell
-7,753
Closed -$230K – 264
2022
Q4 		$230K Sell
7,753
-1,348
-15% -$41.4K 0.15% 194
2022
Q3 		$245K Sell
9,101
-272
-3% -$9.56K 0.18% 164
2022
Q2 		$333K Buy
9,373
+187
+2% +$6.8K 0.23% 133
2022
Q1 		$361K Buy
+9,186
New +$373K 0.22% 140

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State Street
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Charles Schwab
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CCP
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Fisher Asset Management
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Morgan Stanley
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return