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Westover Capital Advisors’s Artisan Partners APAM Stock Holding History

Westover Capital 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
2021
Q3 		– Sell
-7,646
Closed -$389K – 172
2021
Q2 		$389K Buy
7,646
+1,519
+25% +$79.8K 0.12% 119
2021
Q1 		$320K Buy
+6,127
New +$313K 0.11% 127

Other funds holding APAM

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Westover Capital Advisors's APAM Position: Q3 2021 in Review

Westover Capital Advisors sold out of Artisan Partners (APAM) in Q3 2021, closing a stake of 7,646 shares — an estimated $389K sold.

Westover Capital Advisors first reported a position in APAM in Q1 2021 and held it in 2 quarters. The position peaked at $389K in Q2 2021. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2021.

  • Westover Capital Advisors reported no remaining Artisan Partners position as of Q3 2021 after selling out during the quarter.
  • Westover Capital Advisors sold 7,646 Artisan Partners shares in Q3 2021, an estimated $389K.
  • Westover Capital Advisors first reported a position in Artisan Partners in Q1 2021 and held it in 2 quarters.
  • Westover Capital Advisors's Artisan Partners position peaked at $389K in Q2 2021.
  • 300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2021.

Based on Westover Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.