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WR Wealth Planners’s Artisan Partners APAM Stock Holding History

WR Wealth Planners’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
2024
Q3 		– Sell
-8
Closed -$330 – 1145
2024
Q2 		$330 Hold
8
– – ﹤0.01% 1070
2024
Q1 		$366 Buy
+8
New +$344 ﹤0.01% 1067

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

WR Wealth Planners's APAM Position: Q3 2024 in Review

WR Wealth Planners sold out of Artisan Partners (APAM) in Q3 2024, closing a stake of 8 shares — an estimated $330 sold.

WR Wealth Planners first reported a position in APAM in Q1 2024 and held it in 2 quarters. The position peaked at $366 in Q1 2024. 342 funds tracked by Wall St. Rank hold APAM as of Q3 2024.

  • WR Wealth Planners reported no remaining Artisan Partners position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 8 Artisan Partners shares in Q3 2024, an estimated $330.
  • WR Wealth Planners first reported a position in Artisan Partners in Q1 2024 and held it in 2 quarters.
  • WR Wealth Planners's Artisan Partners position peaked at $366 in Q1 2024.
  • 342 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.