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Baker Avenue Asset Management’s Artisan Partners APAM Stock Holding History

Baker Avenue Asset Management’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
Q4 		– Sell
-1,903
Closed -$71.2K – 433
2023
Q3 		$71.2K Hold
1,903
– – ﹤0.01% 477
2023
Q2 		$74.8K Buy
+1,903
New +$65.7K ﹤0.01% 467

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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
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Dimensional Fund Advisors
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Geode Capital Management
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Baker Avenue Asset Management's APAM Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Artisan Partners (APAM) in Q4 2023, closing a stake of 1,903 shares — an estimated $71.2K sold.

Baker Avenue Asset Management first reported a position in APAM in Q2 2023 and held it in 2 quarters. The position peaked at $74.8K in Q2 2023. 313 funds tracked by Wall St. Rank hold APAM as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Artisan Partners position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 1,903 Artisan Partners shares in Q4 2023, an estimated $71.2K.
  • Baker Avenue Asset Management first reported a position in Artisan Partners in Q2 2023 and held it in 2 quarters.
  • Baker Avenue Asset Management's Artisan Partners position peaked at $74.8K in Q2 2023.
  • 313 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.