BF
APAM icon

BOK Financial’s Artisan Partners APAM Stock Holding History

BOK Financial’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 		– Sell
-6,371
Closed -$290K – 1171
2024
Q1 		$290K Buy
+6,371
New +$274K 0.01% 655
2018
Q4 		– Sell
-13,326
Closed -$432K – 880
2018
Q3 		$432K Buy
13,326
+809
+6% +$26.4K 0.01% 717
2018
Q2 		$377K Buy
12,517
+297
+2% +$9.64K 0.01% 742
2018
Q1 		$407K Sell
12,220
-1,254
-9% -$45.2K 0.01% 690
2017
Q4 		$532K Sell
13,474
-6,204
-32% -$230K 0.01% 646
2017
Q3 		$642K Hold
19,678
– – 0.02% 597
2017
Q2 		$604K Buy
19,678
+4,370
+29% +$126K 0.02% 594
2017
Q1 		$423K Sell
15,308
-149
-1% -$4.28K 0.01% 689
2016
Q4 		$460K Buy
15,457
+713
+5% +$20.3K 0.02% 656
2016
Q3 		$401K Buy
14,744
+2,722
+23% +$74.3K 0.01% 690
2016
Q2 		$333K Sell
12,022
-846
-7% -$26.7K 0.01% 694
2016
Q1 		$397K Buy
12,868
+3,293
+34% +$96.2K 0.01% 633
2015
Q4 		$345K Buy
9,575
+1,463
+18% +$54K 0.01% 656
2015
Q3 		$286K Sell
8,112
-25
-0.3% -$1.08K 0.01% 698
2015
Q2 		$378K Sell
8,137
-903
-10% -$41.3K 0.01% 637
2015
Q1 		$411K Buy
+9,040
New +$428K 0.01% 592

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return