Advisornet Financial’s Artisan Partners APAM Stock Holding History

Advisornet Financial’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
2025 Q2	–	Sell	-108	Closed	-$4.22K	–	2234
2025 Q1	$4.22K	Buy	+108	New	+$4.58K	﹤0.01%	1639
2024 Q4	–	Sell	-6	Closed	-$260	–	1978
2024 Q3	$260	Buy	+6	New	+$248	﹤0.01%	2088
2023 Q2	–	Sell	-10	Closed	-$320	–	2350
2023 Q1	$320	Buy	10 +6	+150%	+$201	﹤0.01%	2163
2022 Q4	$119	Buy	+4	New	+$123	﹤0.01%	2278
2021 Q1	–	Sell	-100	Closed	-$5K	–	1746
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	1434
2020 Q3	$4K	Buy	100 +47	+89%	+$1.72K	﹤0.01%	1449
2020 Q2	$2K	Buy	53 +1	+2%	+$28	﹤0.01%	1566
2020 Q1	$1K	Buy	52 +2	+4%	+$60	﹤0.01%	1634
2019 Q4	$2K	Buy	+50	New	+$1.44K	﹤0.01%	1658
2018 Q2	–	Sell	-700	Closed	-$23K	–	1567
2018 Q1	$23K	Hold	700	–	–	﹤0.01%	893
2017 Q4	$28K	Buy	+700	New	+$26K	﹤0.01%	784

Other funds holding APAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return