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Bartlett & Co’s Artisan Partners APAM Stock Holding History

Bartlett & Co’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 		– Sell
-188
Closed -$7K – 1151
2022
Q2 		$7K Buy
+188
New +$6.84K ﹤0.01% 937
2015
Q1 		– Sell
-75
Closed -$4K – 717
2014
Q4 		$4K Buy
+75
New +$3.74K ﹤0.01% 700

Other funds holding APAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co's APAM Position: Q3 2022 in Review

Bartlett & Co sold out of Artisan Partners (APAM) in Q3 2022, closing a stake of 188 shares — an estimated $7K sold.

Bartlett & Co first reported a position in APAM in Q4 2014 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

  • Bartlett & Co reported no remaining Artisan Partners position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co sold 188 Artisan Partners shares in Q3 2022, an estimated $7K.
  • Bartlett & Co first reported a position in Artisan Partners in Q4 2014 and held it in 2 quarters.
  • Bartlett & Co's Artisan Partners position peaked at $7K in Q2 2022.
  • 260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.