Capital Asset Advisory Services’s Artisan Partners APAM Stock Holding History

Capital Asset Advisory Services’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
2021 Q3	–	Sell	-3,984	Closed	-$202K	–	704
2021 Q2	$202K	Buy	+3,984	New	+$209K	0.02%	429
2021 Q1	–	Sell	-1,463	Closed	-$74K	–	713
2020 Q4	$74K	Buy	+1,463	New	+$66.5K	0.01%	526

Other funds holding APAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Capital Asset Advisory Services's APAM Position: Q3 2021 in Review

Capital Asset Advisory Services sold out of Artisan Partners (APAM) in Q3 2021, closing a stake of 3,984 shares — an estimated $202K sold.

Capital Asset Advisory Services first reported a position in APAM in Q4 2020 and held it in 2 quarters. The position peaked at $202K in Q2 2021. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2021.

Capital Asset Advisory Services reported no remaining Artisan Partners position as of Q3 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 3,984 Artisan Partners shares in Q3 2021, an estimated $202K.
Capital Asset Advisory Services first reported a position in Artisan Partners in Q4 2020 and held it in 2 quarters.
Capital Asset Advisory Services's Artisan Partners position peaked at $202K in Q2 2021.
300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2021.

Based on Capital Asset Advisory Services's 13F filing for Q3 2021, filed 14 Oct 2021.