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AG
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
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Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
CCP
Clarkston Capital Partners
Rochester, Michigan
$1.31B AUM
3.79%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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