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WealthSource Partners’s Artisan Partners APAM Stock Holding History

WealthSource 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
2022
Q3 		– Sell
-6,599
Closed -$235K – 491
2022
Q2 		$235K Buy
6,599
+456
+7% +$16.6K 0.02% 454
2022
Q1 		$242K Buy
6,143
+1,486
+32% +$60.4K 0.02% 503
2021
Q4 		$222K Buy
+4,657
New +$224K 0.02% 500

Other funds holding APAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

WealthSource Partners's APAM Position: Q3 2022 in Review

WealthSource Partners sold out of Artisan Partners (APAM) in Q3 2022, closing a stake of 6,599 shares — an estimated $235K sold.

WealthSource Partners first reported a position in APAM in Q4 2021 and held it in 3 quarters. The position peaked at $242K in Q1 2022. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

  • WealthSource Partners reported no remaining Artisan Partners position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 6,599 Artisan Partners shares in Q3 2022, an estimated $235K.
  • WealthSource Partners first reported a position in Artisan Partners in Q4 2021 and held it in 3 quarters.
  • WealthSource Partners's Artisan Partners position peaked at $242K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.