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	–	958
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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

TCI Wealth Advisors's APAM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Artisan Partners (APAM) in Q2 2023, closing a stake of 681 shares — an estimated $21.8K sold.

TCI Wealth Advisors first reported a position in APAM in Q4 2014 and held it in 9 quarters. The position peaked at $21.8K in Q1 2023. 280 funds tracked by Wall St. Rank hold APAM as of Q2 2023.

TCI Wealth Advisors reported no remaining Artisan Partners position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 681 Artisan Partners shares in Q2 2023, an estimated $21.8K.
TCI Wealth Advisors first reported a position in Artisan Partners in Q4 2014 and held it in 9 quarters.
TCI Wealth Advisors's Artisan Partners position peaked at $21.8K in Q1 2023.
280 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.