A detailed history of Juncture Wealth Strategies, LLC transactions in Artisan Partners Asset Management Inc. stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 5,100 shares of APAM stock, worth $203,643. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,100
Previous 14,600 65.07%
Holding current value
$203,643
Previous $645,000 63.88%
% of portfolio
0.1%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024

SELL
$40.92 - $45.77 $388,740 - $434,815
-9,500 Reduced 65.07%
5,100 $233,000
Q4 2023

Jan 08, 2024

SELL
$32.23 - $45.24 $19,337 - $27,144
-600 Reduced 3.95%
14,600 $645,000
Q3 2023

Oct 10, 2023

BUY
$36.16 - $42.72 $14,463 - $17,088
400 Added 2.7%
15,200 $568,000
Q2 2023

Jul 11, 2023

BUY
$31.5 - $39.89 $47,250 - $59,835
1,500 Added 11.28%
14,800 $581,000
Q1 2023

May 05, 2023

BUY
$29.53 - $38.03 $392,749 - $505,799
13,300 New
13,300 $425,000

Others Institutions Holding APAM

About Artisan Partners Asset Management Inc.


  • Ticker APAM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 67,412,704
  • Market Cap $2.69B
  • Description
  • Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focu...
More about APAM
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