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WESPAC Advisors’s Artisan Partners APAM Stock Holding History

WESPAC 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
2022
Q3 		– Sell
-6,386
Closed -$227K – 81
2022
Q2 		$227K Sell
6,386
-11,859
-65% -$431K 0.17% 81
2022
Q1 		$718K Sell
18,245
-8,700
-32% -$353K 0.78% 56
2021
Q4 		$1.28M Sell
26,945
-16
-0.1% -$768 0.86% 51
2021
Q3 		$1.32M Buy
+26,961
New +$1.36M 0.81% 49

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

WESPAC Advisors's APAM Position: Q3 2022 in Review

WESPAC Advisors sold out of Artisan Partners (APAM) in Q3 2022, closing a stake of 6,386 shares — an estimated $227K sold.

WESPAC Advisors first reported a position in APAM in Q3 2021 and held it in 4 quarters. The position peaked at $1.32M in Q3 2021. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

  • WESPAC Advisors reported no remaining Artisan Partners position as of Q3 2022 after selling out during the quarter.
  • WESPAC Advisors sold 6,386 Artisan Partners shares in Q3 2022, an estimated $227K.
  • WESPAC Advisors first reported a position in Artisan Partners in Q3 2021 and held it in 4 quarters.
  • WESPAC Advisors's Artisan Partners position peaked at $1.32M in Q3 2021.
  • 260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on WESPAC Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.