Benjamin F. Edwards & Company’s Artisan Partners APAM Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$76K	Buy	1,851 +797	+76%	+$34.4K	﹤0.01%	1212
2024 Q1	$48K	Buy	1,054 +750	+247%	+$32.2K	﹤0.01%	1295
2023 Q4	$13K	Buy	304 +176	+138%	+$6.64K	﹤0.01%	1585
2023 Q3	$5K	Buy	128 +2	+2%	+$78	﹤0.01%	1539
2023 Q2	$5K	Buy	126 +2	+2%	+$69	﹤0.01%	1529
2023 Q1	$4K	Buy	124 +3	+2%	+$101	﹤0.01%	1571
2022 Q4	$4K	Buy	121 +2	+2%	+$61	﹤0.01%	1602
2022 Q3	$3K	Buy	119 +2	+2%	+$70	﹤0.01%	1627
2022 Q2	$4K	Buy	117 +3	+3%	+$109	﹤0.01%	1564
2022 Q1	$4K	Buy	+114	New	+$4.63K	﹤0.01%	1547

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Benjamin F. Edwards & Company's APAM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Artisan Partners (APAM) stake by 76% in Q2 2024, buying an estimated $34.4K and bringing the position to 1,851 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Benjamin F. Edwards & Company first reported a position in APAM in Q1 2022 and has held it in 10 quarters since. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

Benjamin F. Edwards & Company held 1,851 shares of Artisan Partners worth $76K as of Q2 2024.
Benjamin F. Edwards & Company bought 797 Artisan Partners shares in Q2 2024, an estimated $34.4K.
Artisan Partners made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1212 holding.
Benjamin F. Edwards & Company first reported a position in Artisan Partners in Q1 2022 and has held it in 10 quarters since.
332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.