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Wealthcare Advisory Partners’s Artisan Partners APAM Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-658
Closed -$34K – 618
2021
Q1 		$34K Buy
+658
New +$33.6K ﹤0.01% 1010

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Kayne Anderson Rudnick Investment Management
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthcare Advisory Partners's APAM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Artisan Partners (APAM) in Q2 2021, closing a stake of 658 shares — an estimated $34K sold.

Wealthcare Advisory Partners first reported a position in APAM in Q1 2021 and held it in 1 quarter. The position peaked at $34K in Q1 2021. 308 funds tracked by Wall St. Rank hold APAM as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Artisan Partners position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 658 Artisan Partners shares in Q2 2021, an estimated $34K.
  • Wealthcare Advisory Partners first reported a position in Artisan Partners in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Artisan Partners position peaked at $34K in Q1 2021.
  • 308 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.