U.S. Capital Wealth Advisors’s Artisan Partners APAM Stock Holding History

U.S. Capital 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 Q1	–	Sell	-33	Closed	-$980	–	683
2022 Q4	$980	Buy	+33	New	+$1.01K	﹤0.01%	1535

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

U.S. Capital Wealth Advisors's APAM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Artisan Partners (APAM) in Q1 2023, closing a stake of 33 shares — an estimated $980 sold.

U.S. Capital Wealth Advisors first reported a position in APAM in Q4 2022 and held it in 1 quarter. The position peaked at $980 in Q4 2022. 259 funds tracked by Wall St. Rank hold APAM as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Artisan Partners position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 33 Artisan Partners shares in Q1 2023, an estimated $980.
U.S. Capital Wealth Advisors first reported a position in Artisan Partners in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Artisan Partners position peaked at $980 in Q4 2022.
259 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.