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Capital Fund Management (CFM)’s
Artisan Partners
APAM
Stock Holding History
Capital Fund Management (CFM)’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
Q3
–
Sell
-25,118
Closed
-$1.04M
–
1978
2024
Q2
$1.04M
Buy
25,118
+11,274
+81%
+$487K
0.01%
1594
2024
Q1
$634K
Sell
13,844
-1,814
-12%
-$77.9K
0.01%
1819
2023
Q4
$692K
Buy
+15,658
New
+$591K
0.01%
1925
2023
Q3
–
Sell
-10,276
Closed
-$404K
–
1934
2023
Q2
$404K
Buy
+10,276
New
+$355K
0.01%
1596
2022
Q2
–
Sell
-17,106
Closed
-$673K
–
1411
2022
Q1
$673K
Buy
17,106
+1,920
+13%
+$78K
0.02%
1251
2021
Q4
$723K
Buy
+15,186
New
+$729K
0.02%
1372
2021
Q2
–
Sell
-11,818
Closed
-$617K
–
1418
2021
Q1
$617K
Buy
+11,818
New
+$603K
0.02%
1089
2016
Q4
–
Sell
-30,200
Closed
-$821K
–
1633
2016
Q3
$821K
Buy
+30,200
New
+$825K
0.01%
1022
2016
Q2
–
Sell
-41,100
Closed
-$1.27M
–
1512
2016
Q1
$1.27M
Buy
+41,100
New
+$1.2M
0.02%
818
2015
Q3
–
Sell
-6,400
Closed
-$297K
–
1407
2015
Q2
$297K
Sell
6,400
-4,600
-42%
-$210K
0.01%
1271
2015
Q1
$500K
Buy
+11,000
New
+$520K
0.01%
1048
Other funds holding APAM
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$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
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CCM
Channing Capital Management
Chicago, Illinois
$3.91B AUM
34.32%
1-Year Est. Return
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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
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