Carroll Financial Associates’s Artisan Partners APAM Stock Holding History

Carroll Financial 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
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	1524
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	1603
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	1609
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	1543
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	1436
2020 Q3	$0	Hold	25	–	–	﹤0.01%	1483
2020 Q2	$0	Hold	25	–	–	﹤0.01%	1505
2020 Q1	$0	Hold	25	–	–	﹤0.01%	1438
2019 Q4	$0	Hold	25	–	–	﹤0.01%	1522
2019 Q3	$0	Hold	25	–	–	﹤0.01%	1506
2019 Q2	$0	Buy	+25	New	+$666	﹤0.01%	1564

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 $34B AUM 6.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Carroll Financial Associates's APAM Position: Q4 2021 in Review

Carroll Financial Associates held its Artisan Partners (APAM) position steady in Q4 2021 at 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Carroll Financial Associates first reported a position in APAM in Q2 2019 and has held it in 11 quarters since. 304 funds tracked by Wall St. Rank hold APAM as of Q4 2021.

Carroll Financial Associates held 25 shares of Artisan Partners worth $1K as of Q4 2021.
Carroll Financial Associates left its Artisan Partners share count unchanged in Q4 2021.
Artisan Partners made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1524 holding.
Carroll Financial Associates first reported a position in Artisan Partners in Q2 2019 and has held it in 11 quarters since.
304 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.