American Portfolios Advisors’s Artisan Partners APAM Stock Holding History

American Portfolios 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
2022 Q3	$206K	Sell	7,650 -100	-1%	-$3.52K	0.01%	1007
2022 Q2	$276K	Sell	7,750 -220	-3%	-$8K	0.01%	907
2022 Q1	$314K	Buy	7,970 +45	+0.6%	+$1.83K	0.01%	953
2021 Q4	$378K	Buy	7,925 +2,975	+60%	+$143K	0.01%	874
2021 Q3	$242K	Sell	4,950 -20	-0.4%	-$1.01K	0.01%	1033
2021 Q2	$253K	Buy	4,970 +170	+4%	+$8.93K	0.01%	1007
2021 Q1	$250K	Buy	+4,800	New	+$245K	0.01%	933
2020 Q1	–	Sell	-324	Closed	-$10.5K	–	2779
2019 Q4	$10.5K	Buy	+324	New	+$9.36K	﹤0.01%	1978

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Portfolios Advisors's APAM Position: Q3 2022 in Review

American Portfolios Advisors reduced its Artisan Partners (APAM) stake by 1.3% in Q3 2022, selling an estimated $3.52K and leaving 7,650 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #1007.

American Portfolios Advisors first reported a position in APAM in Q4 2019 and has held it in 8 quarters since. The position peaked at $378K in Q4 2021. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

American Portfolios Advisors held 7,650 shares of Artisan Partners worth $206K as of Q3 2022.
American Portfolios Advisors sold 100 Artisan Partners shares in Q3 2022, an estimated $3.52K.
Artisan Partners made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1007 holding.
American Portfolios Advisors first reported a position in Artisan Partners in Q4 2019 and has held it in 8 quarters since.
American Portfolios Advisors's Artisan Partners position peaked at $378K in Q4 2021.
260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.