Wagner Wealth Management (South Carolina)’s Artisan Partners APAM Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-250	Closed	-$7K	–	257
2022 Q3	$7K	Hold	250	–	–	0.01%	466
2022 Q2	$9K	Buy	+250	New	+$9.09K	0.01%	448
2022 Q1	–	Sell	-250	Closed	-$12K	–	225
2021 Q4	$12K	Hold	250	–	–	0.01%	463
2021 Q3	$12K	Hold	250	–	–	0.01%	443
2021 Q2	$13K	Hold	250	–	–	0.01%	448
2021 Q1	$13K	Buy	+250	New	+$12.8K	0.01%	418
2017 Q4	–	Hold	0	–	–	–	584

Other funds holding APAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s APAM Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Artisan Partners (APAM) in Q4 2022, closing a stake of 250 shares — an estimated $7K sold.

Wagner Wealth Management (South Carolina) first reported a position in APAM in Q1 2021 and held it in 6 quarters. The position peaked at $13K in Q2 2021. 270 funds tracked by Wall St. Rank hold APAM as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Artisan Partners position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 250 Artisan Partners shares in Q4 2022, an estimated $7K.
Wagner Wealth Management (South Carolina) first reported a position in Artisan Partners in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Artisan Partners position peaked at $13K in Q2 2021.
270 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.