Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CMBA
C.M. Bidwell & Associates’s
Artisan Partners
APAM
Stock Holding History
C.M. Bidwell & Associates’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
-82
Closed
-$3.75K
–
482
2024
Q1
$3.75K
Buy
+82
New
+$3.52K
﹤0.01%
357
2023
Q3
–
Sell
-3,578
Closed
-$141K
–
522
2023
Q2
$141K
Hold
3,578
–
–
0.1%
173
2023
Q1
$114K
Buy
+3,578
New
+$120K
0.09%
212
2021
Q4
–
Sell
-1,060
Closed
-$52K
–
549
2021
Q3
$52K
Sell
1,060
-2,639
-71%
-$133K
0.03%
297
2021
Q2
$188K
Buy
3,699
+115
+3%
+$6.04K
0.12%
155
2021
Q1
$187K
Buy
3,584
+769
+27%
+$39.2K
0.14%
145
2020
Q4
$142K
Buy
2,815
+2,410
+595%
+$110K
0.12%
182
2020
Q3
$16K
Buy
+405
New
+$14.8K
0.01%
312
2019
Q3
–
Sell
-2,990
Closed
-$82K
–
416
2019
Q2
$82K
Hold
2,990
–
–
0.08%
194
2019
Q1
$75K
Buy
+2,990
New
+$73.1K
0.07%
209
2014
Q1
–
Sell
-3,090
Closed
-$201K
–
218
2013
Q4
$201K
Buy
+3,090
New
+$184K
0.05%
160
Other funds holding APAM
BlackRock
New York
$5.7T AUM
30.48%
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
$34B AUM
6.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close