Berman Capital Advisors’s Artisan Partners APAM Stock Holding History

Berman Capital Advisors’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
2021 Q3	$8K	Buy	167 +2	+1%	+$101	﹤0.01%	1240
2021 Q2	$8K	Hold	165	–	–	﹤0.01%	1180
2021 Q1	$8K	Sell	165 -1	-0.6%	-$51	﹤0.01%	1087
2020 Q4	$8K	Buy	166 +2	+1%	+$91	﹤0.01%	985
2020 Q3	$6K	Hold	164	–	–	﹤0.01%	953
2020 Q2	$5K	Buy	164 +132	+413%	+$3.66K	﹤0.01%	964
2020 Q1	$0	Buy	+32	New	+$959	﹤0.01%	1453

Other funds holding APAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's APAM Position: Q3 2021 in Review

Berman Capital Advisors increased its Artisan Partners (APAM) stake by 1.2% in Q3 2021, buying an estimated $101 and bringing the position to 167 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Berman Capital Advisors first reported a position in APAM in Q1 2020 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2021.

Berman Capital Advisors held 167 shares of Artisan Partners worth $8K as of Q3 2021.
Berman Capital Advisors bought 2 Artisan Partners shares in Q3 2021, an estimated $101.
Artisan Partners made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1240 holding.
Berman Capital Advisors first reported a position in Artisan Partners in Q1 2020 and has held it in 7 quarters since.
300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.