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Advantage Investment Management’s Artisan Partners APAM Stock Holding History

Advantage Investment Management’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
2019
Q3 		$28K Sell
1,000
-10,953
-92% -$306K 0.02% 450
2019
Q2 		$329K Buy
+11,953
New +$318K 0.25% 71

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Renaissance Technologies
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CCP
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advantage Investment Management's APAM Position: Q3 2019 in Review

Advantage Investment Management reduced its Artisan Partners (APAM) stake by 92% in Q3 2019, selling an estimated $306K and leaving 1,000 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #450.

Advantage Investment Management first reported a position in APAM in Q2 2019 and has held it in 2 quarters since. The position peaked at $329K in Q2 2019. 213 funds tracked by Wall St. Rank hold APAM as of Q3 2019.

  • Advantage Investment Management held 1,000 shares of Artisan Partners worth $28K as of Q3 2019.
  • Advantage Investment Management sold 10,953 Artisan Partners shares in Q3 2019, an estimated $306K.
  • Artisan Partners made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #450 holding.
  • Advantage Investment Management first reported a position in Artisan Partners in Q2 2019 and has held it in 2 quarters since.
  • Advantage Investment Management's Artisan Partners position peaked at $329K in Q2 2019.
  • 213 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.