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TrustCore Financial Services’s Artisan Partners APAM Stock Holding History

TrustCore Financial Services’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
2022
Q3 		– Sell
-27
Closed -$1K – 1050
2022
Q2 		$1K Hold
27
– – ﹤0.01% 971
2022
Q1 		$1K Hold
27
– – ﹤0.01% 976
2021
Q4 		$1K Hold
27
– – ﹤0.01% 896
2021
Q3 		$1K Hold
27
– – ﹤0.01% 974
2021
Q2 		$1K Buy
+27
New +$1.42K ﹤0.01% 1000

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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TrustCore Financial Services's APAM Position: Q3 2022 in Review

TrustCore Financial Services sold out of Artisan Partners (APAM) in Q3 2022, closing a stake of 27 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in APAM in Q2 2021 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

  • TrustCore Financial Services reported no remaining Artisan Partners position as of Q3 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 27 Artisan Partners shares in Q3 2022, an estimated $1K.
  • TrustCore Financial Services first reported a position in Artisan Partners in Q2 2021 and held it in 5 quarters.
  • TrustCore Financial Services's Artisan Partners position peaked at $1K in Q2 2022.
  • 260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on TrustCore Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.