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Center for Financial Planning’s Artisan Partners APAM Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-228
Closed -$5K – 454
2020
Q1 		$5K Buy
+228
New +$6.84K ﹤0.01% 406

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CCP
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Fisher Asset Management
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Dimensional Fund Advisors
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Center for Financial Planning's APAM Position: Q2 2020 in Review

Center for Financial Planning sold out of Artisan Partners (APAM) in Q2 2020, closing a stake of 228 shares — an estimated $5K sold.

Center for Financial Planning first reported a position in APAM in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 229 funds tracked by Wall St. Rank hold APAM as of Q2 2020.

  • Center for Financial Planning reported no remaining Artisan Partners position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 228 Artisan Partners shares in Q2 2020, an estimated $5K.
  • Center for Financial Planning first reported a position in Artisan Partners in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Artisan Partners position peaked at $5K in Q1 2020.
  • 229 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.