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Blue Trust Inc’s Artisan Partners APAM Stock Holding History

Blue Trust Inc’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
-2,386
Closed -$98.5K – 2454
2024
Q3 		$98.5K Buy
2,386
+823
+53% +$34K ﹤0.01% 1232
2024
Q2 		$71.5K Buy
+1,563
New +$67.5K ﹤0.01% 1107
2024
Q1 		– Sell
-346
Closed -$13K – 2180
2023
Q4 		$13K Buy
+346
New +$13.1K ﹤0.01% 1468
2023
Q3 		– Sell
-29
Closed -$1K – 2017
2023
Q2 		$1K Sell
29
-48
-62% -$1.66K ﹤0.01% 1793
2023
Q1 		$3K Buy
+77
New +$2.58K ﹤0.01% 1895

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Blue Trust Inc's APAM Position: Q4 2024 in Review

Blue Trust Inc sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 2,386 shares — an estimated $98.5K sold.

Blue Trust Inc first reported a position in APAM in Q1 2023 and held it in 5 quarters. The position peaked at $98.5K in Q3 2024. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

  • Blue Trust Inc reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 2,386 Artisan Partners shares in Q4 2024, an estimated $98.5K.
  • Blue Trust Inc first reported a position in Artisan Partners in Q1 2023 and held it in 5 quarters.
  • Blue Trust Inc's Artisan Partners position peaked at $98.5K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.