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Capital Performance Advisors’s Artisan Partners APAM Stock Holding History

Capital Performance 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
Q4 		– Sell
-10
Closed -$433 – 318
2024
Q3 		$433 Buy
+10
New +$413 ﹤0.01% 2312

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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Performance Advisors's APAM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 10 shares — an estimated $433 sold.

Capital Performance Advisors first reported a position in APAM in Q3 2024 and held it in 1 quarter. The position peaked at $433 in Q3 2024. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 10 Artisan Partners shares in Q4 2024, an estimated $433.
  • Capital Performance Advisors first reported a position in Artisan Partners in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Artisan Partners position peaked at $433 in Q3 2024.
  • 358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.