TCI Wealth Advisors’s Artisan Partners APAM Stock Holding History

TCI Wealth Advisors’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	-681	Closed	-$21.8K	–	321
2023 Q1	$21.8K	Sell	681 -1	-0.1%	-$34	﹤0.01%	670
2022 Q4	$20.3K	Buy	682 +679	+22,633%	+$20.9K	﹤0.01%	700
2022 Q3	$0	Sell	3 -303	-99%	-$10.7K	﹤0.01%	2243
2022 Q2	$11K	Buy	+306	New	+$11.1K	﹤0.01%	932
2021 Q4	–	Sell	-91	Closed	-$4K	–	2294
2021 Q3	$4K	Buy	91 +41	+82%	+$2.07K	﹤0.01%	1699
2021 Q2	$3K	Buy	50 +3	+6%	+$158	﹤0.01%	1697
2021 Q1	$2K	Buy	+47	New	+$2.4K	﹤0.01%	1658
2015 Q2	–	Sell	-23	Closed	-$1K	–	959
2015 Q1	$1K	Buy	23 +2	+10%	+$95	﹤0.01%	789
2014 Q4	$1K	Buy	+21	New	+$1.05K	﹤0.01%	789

Other funds holding APAM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return