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Artisan Partners shares owned by Juncture Wealth Strategies

Quarter-by-quarter ownership of Artisan Partners (APAM) shares owned by Juncture Wealth Strategies from 13F filings

Historical chart of Juncture Wealth Strategies investment in Artisan Partners

Tip: Access up to 7 years of quarterly data

All positions including Artisan Partners held by Juncture Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Artisan Partners by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 5.1k 45.77
2023-12-31 $645k 15k 44.18
2023-09-30 $569k 15k 37.42
2023-06-30 $582k 15k 39.31
2023-03-31 $425k 13k 31.98

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

Top funds holding Artisan Partners

BlackRock
Vanguard Group
Charles Schwab Investment Management
Morgan Stanley
Geode Capital Management
Fisher Investments
Dimensional Fund Advisors
Daniel D. Thurber
Vaughan Nelson Investment Management
Channing Capital Management
Royce & Associates
Federated Investors
Victory Capital Management
Northern Trust
Wells Fargo & Company

View all funds holding Artisan Partners