Cetera Advisor Networks’s Artisan Partners APAM Stock Holding History

Cetera Advisor Networks’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
2023 Q4	–	Sell	-6,037	Closed	-$226K	–	2784
2023 Q3	$226K	Sell	6,037 -417	-6%	-$16.2K	﹤0.01%	2347
2023 Q2	$254K	Sell	6,454 -1,882	-23%	-$65K	﹤0.01%	2198
2023 Q1	$267K	Buy	+8,336	New	+$280K	﹤0.01%	2124
2020 Q3	–	Sell	-1,087	Closed	-$35K	–	1310
2020 Q2	$35K	Buy	+1,087	New	+$30.1K	﹤0.01%	2098

Other funds holding APAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Advisor Networks's APAM Position: Q4 2023 in Review

Cetera Advisor Networks sold out of Artisan Partners (APAM) in Q4 2023, closing a stake of 6,037 shares — an estimated $226K sold.

Cetera Advisor Networks first reported a position in APAM in Q2 2020 and held it in 4 quarters. The position peaked at $267K in Q1 2023. 313 funds tracked by Wall St. Rank hold APAM as of Q4 2023.

Cetera Advisor Networks reported no remaining Artisan Partners position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 6,037 Artisan Partners shares in Q4 2023, an estimated $226K.
Cetera Advisor Networks first reported a position in Artisan Partners in Q2 2020 and held it in 4 quarters.
Cetera Advisor Networks's Artisan Partners position peaked at $267K in Q1 2023.
313 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.