Cambridge Investment Research Advisors’s Artisan Partners APAM Stock Holding History

Cambridge Investment Research Advisors’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	-10,757	Closed	-$492K	–	3319
2024 Q1	$492K	Buy	+10,757	New	+$462K	﹤0.01%	2287
2018 Q1	–	Sell	-8,578	Closed	-$339K	–	2147
2017 Q4	$339K	Buy	8,578 +769	+10%	+$28.5K	﹤0.01%	1570
2017 Q3	$255K	Sell	7,809 -351	-4%	-$10.9K	﹤0.01%	1665
2017 Q2	$251K	Buy	8,160 +54	+0.7%	+$1.55K	﹤0.01%	1622
2017 Q1	$224K	Buy	8,106 +47	+0.6%	+$1.35K	﹤0.01%	1553
2016 Q4	$240K	Buy	+8,059	New	+$230K	﹤0.01%	1398

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cambridge Investment Research Advisors's APAM Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Artisan Partners (APAM) in Q2 2024, closing a stake of 10,757 shares — an estimated $492K sold.

Cambridge Investment Research Advisors first reported a position in APAM in Q4 2016 and held it in 6 quarters. The position peaked at $492K in Q1 2024. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

Cambridge Investment Research Advisors reported no remaining Artisan Partners position as of Q2 2024 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,757 Artisan Partners shares in Q2 2024, an estimated $492K.
Cambridge Investment Research Advisors first reported a position in Artisan Partners in Q4 2016 and held it in 6 quarters.
Cambridge Investment Research Advisors's Artisan Partners position peaked at $492K in Q1 2024.
332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.