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Turtle Creek Wealth Advisors’s Artisan Partners APAM Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-90
Closed -$3.98K – 233
2023
Q4 		$3.98K Buy
+90
New +$3.4K ﹤0.01% 685

Other funds holding APAM

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Vanguard Group
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Turtle Creek Wealth Advisors's APAM Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Artisan Partners (APAM) in Q1 2024, closing a stake of 90 shares — an estimated $3.98K sold.

Turtle Creek Wealth Advisors first reported a position in APAM in Q4 2023 and held it in 1 quarter. The position peaked at $3.98K in Q4 2023. 331 funds tracked by Wall St. Rank hold APAM as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Artisan Partners position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 90 Artisan Partners shares in Q1 2024, an estimated $3.98K.
  • Turtle Creek Wealth Advisors first reported a position in Artisan Partners in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Artisan Partners position peaked at $3.98K in Q4 2023.
  • 331 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.