AP
APAM icon

Arlington Partners’s Artisan Partners APAM Stock Holding History

Arlington Partners’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
2023
Q3 		– Sell
-310
Closed -$12.2K – 352
2023
Q2 		$12.2K Hold
310
– – ﹤0.01% 446
2023
Q1 		$9.91K Buy
+310
New +$10.4K ﹤0.01% 423

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arlington Partners's APAM Position: Q3 2023 in Review

Arlington Partners sold out of Artisan Partners (APAM) in Q3 2023, closing a stake of 310 shares — an estimated $12.2K sold.

Arlington Partners first reported a position in APAM in Q1 2023 and held it in 2 quarters. The position peaked at $12.2K in Q2 2023. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2023.

  • Arlington Partners reported no remaining Artisan Partners position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 310 Artisan Partners shares in Q3 2023, an estimated $12.2K.
  • Arlington Partners first reported a position in Artisan Partners in Q1 2023 and held it in 2 quarters.
  • Arlington Partners's Artisan Partners position peaked at $12.2K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.