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AlphaMark Advisors’s Artisan Partners APAM Stock Holding History

AlphaMark Advisors’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
2024
Q4 		– Sell
-8,150
Closed -$353K – 618
2024
Q3 		$353K Buy
+8,150
New +$336K 0.12% 127
2024
Q2 		– Sell
-6,892
Closed -$315K – 736
2024
Q1 		$315K Buy
6,892
+156
+2% +$6.7K 0.11% 146
2023
Q4 		$298K Buy
6,736
+261
+4% +$9.85K 0.11% 144
2023
Q3 		$242K Buy
+6,475
New +$251K 0.1% 150

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AlphaMark Advisors's APAM Position: Q4 2024 in Review

AlphaMark Advisors sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 8,150 shares — an estimated $353K sold.

AlphaMark Advisors first reported a position in APAM in Q3 2023 and held it in 4 quarters. The position peaked at $353K in Q3 2024. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

  • AlphaMark Advisors reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
  • AlphaMark Advisors sold 8,150 Artisan Partners shares in Q4 2024, an estimated $353K.
  • AlphaMark Advisors first reported a position in Artisan Partners in Q3 2023 and held it in 4 quarters.
  • AlphaMark Advisors's Artisan Partners position peaked at $353K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.