Aptus Capital Advisors’s Artisan Partners APAM Stock Holding History

Aptus Capital 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	-5,335	Closed	-$231K	–	1413
2024 Q3	$231K	Sell	5,335 -14	-0.3%	-$578	﹤0.01%	731
2024 Q2	$221K	Buy	5,349 +21	+0.4%	+$906	﹤0.01%	716
2024 Q1	$244K	Sell	5,328 -389	-7%	-$16.7K	﹤0.01%	684
2023 Q4	$253K	Hold	5,717	–	–	0.01%	494
2023 Q3	$214K	Sell	5,717 -81	-1%	-$3.14K	0.01%	552
2023 Q2	$228K	Buy	+5,798	New	+$200K	0.01%	457
2022 Q2	–	Sell	-5,200	Closed	-$205K	–	660
2022 Q1	$205K	Hold	5,200	–	–	0.01%	419
2021 Q4	$248K	Hold	5,200	–	–	0.01%	337
2021 Q3	$254K	Hold	5,200	–	–	0.01%	327
2021 Q2	$264K	Hold	5,200	–	–	0.01%	328
2021 Q1	$271K	Hold	5,200	–	–	0.01%	305
2020 Q4	$261K	Hold	5,200	–	–	0.01%	276
2020 Q3	$202K	Buy	+5,200	New	+$191K	0.01%	293

Other funds holding APAM

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

CCM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Aptus Capital Advisors's APAM Position: Q4 2024 in Review

Aptus Capital Advisors sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 5,335 shares — an estimated $231K sold.

Aptus Capital Advisors first reported a position in APAM in Q3 2020 and held it in 13 quarters. The position peaked at $271K in Q1 2021. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

Aptus Capital Advisors reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
Aptus Capital Advisors sold 5,335 Artisan Partners shares in Q4 2024, an estimated $231K.
Aptus Capital Advisors first reported a position in Artisan Partners in Q3 2020 and held it in 13 quarters.
Aptus Capital Advisors's Artisan Partners position peaked at $271K in Q1 2021.
358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Aptus Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.