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TD Private Client Wealth’s Artisan Partners APAM Stock Holding History

TD Private Client Wealth’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
2026
Q1 		$182 Buy
+5
New +$204 ﹤0.01% 1581
2023
Q1 		– Sell
-387
Closed -$11.5K – 1240
2022
Q4 		$11.5K Hold
387
– – ﹤0.01% 990
2022
Q3 		$10.4K Sell
387
-27
-7% -$949 ﹤0.01% 992
2022
Q2 		$14.7K Sell
414
-63
-13% -$2.29K ﹤0.01% 962
2022
Q1 		$18.8K Buy
+477
New +$19.4K ﹤0.01% 955

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return