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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 – 1170
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 $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 $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BOK Financial's APAM Position: Q2 2024 in Review

BOK Financial sold out of Artisan Partners (APAM) in Q2 2024, closing a stake of 6,371 shares — an estimated $290K sold.

BOK Financial first reported a position in APAM in Q1 2015 and held it in 16 quarters. The position peaked at $642K in Q3 2017. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

  • BOK Financial reported no remaining Artisan Partners position as of Q2 2024 after selling out during the quarter.
  • BOK Financial sold 6,371 Artisan Partners shares in Q2 2024, an estimated $290K.
  • BOK Financial first reported a position in Artisan Partners in Q1 2015 and held it in 16 quarters.
  • BOK Financial's Artisan Partners position peaked at $642K in Q3 2017.
  • 332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on BOK Financial's 13F filing for Q2 2024, filed 8 Aug 2024.