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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
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
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

C.M. Bidwell & Associates's APAM Position: Q2 2024 in Review

C.M. Bidwell & Associates sold out of Artisan Partners (APAM) in Q2 2024, closing a stake of 82 shares — an estimated $3.75K sold.

C.M. Bidwell & Associates first reported a position in APAM in Q4 2013 and held it in 11 quarters. The position peaked at $201K in Q4 2013. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

  • C.M. Bidwell & Associates reported no remaining Artisan Partners position as of Q2 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 82 Artisan Partners shares in Q2 2024, an estimated $3.75K.
  • C.M. Bidwell & Associates first reported a position in Artisan Partners in Q4 2013 and held it in 11 quarters.
  • C.M. Bidwell & Associates's Artisan Partners position peaked at $201K in Q4 2013.
  • 332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.