Wealthspire Advisors (Maryland)’s Artisan Partners APAM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,050	Closed	-$26K	–	545
2019 Q1	$26K	Hold	1,050	–	–	﹤0.01%	1165
2018 Q4	$23K	Sell	1,050 -80	-7%	-$2.13K	﹤0.01%	1137
2018 Q3	$37K	Hold	1,130	–	–	﹤0.01%	1070
2018 Q2	$34K	Hold	1,130	–	–	﹤0.01%	1100
2018 Q1	$38K	Buy	1,130 +578	+105%	+$20.9K	﹤0.01%	1087
2017 Q4	$22K	Hold	552	–	–	﹤0.01%	1292
2017 Q3	$18K	Sell	552 -51	-8%	-$1.58K	﹤0.01%	1326
2017 Q2	$19K	Buy	603 +126	+26%	+$3.62K	﹤0.01%	1277
2017 Q1	$13K	Sell	477 -310	-39%	-$8.89K	﹤0.01%	1226
2016 Q4	$23K	Sell	787 -171	-18%	-$4.88K	﹤0.01%	975
2016 Q3	$26K	Buy	958 +137	+17%	+$3.74K	﹤0.01%	980
2016 Q2	$23K	Buy	821 +420	+105%	+$13.2K	﹤0.01%	950
2016 Q1	$12K	Sell	401 -374	-48%	-$10.9K	﹤0.01%	1137
2015 Q4	$28K	Buy	+775	New	+$28.6K	0.01%	864

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s APAM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Artisan Partners (APAM) in Q2 2019, closing a stake of 1,050 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in APAM in Q4 2015 and held it in 14 quarters. The position peaked at $38K in Q1 2018. 229 funds tracked by Wall St. Rank hold APAM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Artisan Partners position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,050 Artisan Partners shares in Q2 2019, an estimated $26K.
Wealthspire Advisors (Maryland) first reported a position in Artisan Partners in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Artisan Partners position peaked at $38K in Q1 2018.
229 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.