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Ashton Thomas Securities’s Artisan Partners APAM Stock Holding History

Ashton Thomas Securities’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
-439
Closed -$19K – 309
2024
Q3 		$19K Buy
+439
New +$18.1K ﹤0.01% 643

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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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
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
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ashton Thomas Securities's APAM Position: Q4 2024 in Review

Ashton Thomas Securities sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 439 shares — an estimated $19K sold.

Ashton Thomas Securities first reported a position in APAM in Q3 2024 and held it in 1 quarter. The position peaked at $19K in Q3 2024. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

  • Ashton Thomas Securities reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 439 Artisan Partners shares in Q4 2024, an estimated $19K.
  • Ashton Thomas Securities first reported a position in Artisan Partners in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's Artisan Partners position peaked at $19K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.