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Schubert & Co’s Artisan Partners APAM Stock Holding History

Schubert & Co’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
Q2 		– Sell
-20
Closed -$640 – 122
2023
Q1 		$640 Buy
20
+4
+25% +$134 ﹤0.01% 1346
2022
Q4 		$475 Buy
16
+6
+60% +$184 ﹤0.01% 1401
2022
Q3 		$0 Sell
10
-19
-66% -$668 ﹤0.01% 1368
2022
Q2 		$1K Buy
29
+22
+314% +$800 ﹤0.01% 972
2022
Q1 		$0 Buy
7
+2
+40% +$81 ﹤0.01% 1065
2021
Q4 		$0 Buy
+5
New +$240 ﹤0.01% 997

Other funds holding APAM

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Schubert & Co's APAM Position: Q2 2023 in Review

Schubert & Co sold out of Artisan Partners (APAM) in Q2 2023, closing a stake of 20 shares — an estimated $640 sold.

Schubert & Co first reported a position in APAM in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 280 funds tracked by Wall St. Rank hold APAM as of Q2 2023.

  • Schubert & Co reported no remaining Artisan Partners position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 20 Artisan Partners shares in Q2 2023, an estimated $640.
  • Schubert & Co first reported a position in Artisan Partners in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Artisan Partners position peaked at $1K in Q2 2022.
  • 280 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.