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TrueWealth LLC’s Artisan Partners APAM Stock Holding History

TrueWealth LLC’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
2018
Q4 		– Sell
-338
Closed -$11K – 728
2018
Q3 		$11K Hold
338
– – 0.01% 460
2018
Q2 		$10K Hold
338
– – ﹤0.01% 477
2018
Q1 		$11K Hold
338
– – 0.01% 430
2017
Q4 		$13K Buy
+338
New +$12.5K 0.01% 457

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TrueWealth LLC's APAM Position: Q4 2018 in Review

TrueWealth LLC sold out of Artisan Partners (APAM) in Q4 2018, closing a stake of 338 shares — an estimated $11K sold.

TrueWealth LLC first reported a position in APAM in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q4 2017. 198 funds tracked by Wall St. Rank hold APAM as of Q4 2018.

  • TrueWealth LLC reported no remaining Artisan Partners position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 338 Artisan Partners shares in Q4 2018, an estimated $11K.
  • TrueWealth LLC first reported a position in Artisan Partners in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's Artisan Partners position peaked at $13K in Q4 2017.
  • 198 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.