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Advisor Group’s Artisan Partners APAM Stock Holding History

Advisor Group’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
Q4 		$2.02M Sell
62,526
-1,445
-2% -$41.7K 0.01% 804
2019
Q3 		$1.81M Buy
63,971
+1,237
+2% +$34.6K 0.01% 803
2019
Q2 		$1.73M Buy
62,734
+4,959
+9% +$132K 0.01% 825
2019
Q1 		$1.46M Buy
57,775
+5,333
+10% +$130K 0.01% 869
2018
Q4 		$1.16M Buy
52,442
+46,394
+767% +$1.24M 0.01% 874
2018
Q3 		$196K Buy
6,048
+3,450
+133% +$112K ﹤0.01% 2172
2018
Q2 		$79K Sell
2,598
-92
-3% -$2.99K ﹤0.01% 2713
2018
Q1 		$90K Sell
2,690
-26
-1% -$938 ﹤0.01% 2630
2017
Q4 		$107K Buy
2,716
+39
+1% +$1.45K ﹤0.01% 2507
2017
Q3 		$87K Buy
2,677
+55
+2% +$1.71K ﹤0.01% 2519
2017
Q2 		$81K Sell
2,622
-552
-17% -$15.9K ﹤0.01% 2477
2017
Q1 		$88K Buy
3,174
+139
+5% +$3.99K ﹤0.01% 2253
2016
Q4 		$91K Buy
3,035
+79
+3% +$2.25K ﹤0.01% 2131
2016
Q3 		$80K Buy
2,956
+784
+36% +$21.4K ﹤0.01% 2154
2016
Q2 		$58K Buy
+2,172
New +$68.5K ﹤0.01% 2313

Other funds holding APAM

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisor Group's APAM Position: Q4 2019 in Review

Advisor Group reduced its Artisan Partners (APAM) stake by 2.3% in Q4 2019, selling an estimated $41.7K and leaving 62,526 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #804.

Advisor Group first reported a position in APAM in Q2 2016 and has held it in 15 quarters since. 216 funds tracked by Wall St. Rank hold APAM as of Q4 2019.

  • Advisor Group held 62,526 shares of Artisan Partners worth $2.02M as of Q4 2019.
  • Advisor Group sold 1,445 Artisan Partners shares in Q4 2019, an estimated $41.7K.
  • Artisan Partners made up 0.01% of Advisor Group's portfolio in Q4 2019, its #804 holding.
  • Advisor Group first reported a position in Artisan Partners in Q2 2016 and has held it in 15 quarters since.
  • 216 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.