CI Investments Inc
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CI Investments Inc’s Artisan Partners APAM Stock Holding History

CI Investments Inc’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
Q2 		– Sell
-3,297
Closed -$151K – 1264
2024
Q1 		$151K Buy
+3,297
New +$142K ﹤0.01% 779
2022
Q1 		– Sell
-18,715
Closed -$892K – 1296
2021
Q4 		$892K Buy
18,715
+221
+1% +$10.6K ﹤0.01% 476
2021
Q3 		$905K Buy
18,494
+1,895
+11% +$95.6K ﹤0.01% 469
2021
Q2 		$844K Buy
16,599
+1,484
+10% +$78K ﹤0.01% 495
2021
Q1 		$789K Buy
15,115
+2,227
+17% +$114K ﹤0.01% 428
2020
Q4 		$649K Buy
12,888
+1,532
+13% +$69.6K ﹤0.01% 437
2020
Q3 		$443K Sell
11,356
-4,230
-27% -$155K ﹤0.01% 430
2020
Q2 		$507K Sell
15,586
-106
-0.7% -$2.94K ﹤0.01% 382
2020
Q1 		$337K Buy
+15,692
New +$470K ﹤0.01% 437
2017
Q1 		– Sell
-54,805
Closed -$1.63M – 197
2016
Q4 		$1.63M Buy
+54,805
New +$1.56M 0.02% 173

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CI Investments Inc's APAM Position: Q2 2024 in Review

CI Investments Inc sold out of Artisan Partners (APAM) in Q2 2024, closing a stake of 3,297 shares — an estimated $151K sold.

CI Investments Inc first reported a position in APAM in Q4 2016 and held it in 10 quarters. The position peaked at $1.63M in Q4 2016. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

  • CI Investments Inc reported no remaining Artisan Partners position as of Q2 2024 after selling out during the quarter.
  • CI Investments Inc sold 3,297 Artisan Partners shares in Q2 2024, an estimated $151K.
  • CI Investments Inc first reported a position in Artisan Partners in Q4 2016 and held it in 10 quarters.
  • CI Investments Inc's Artisan Partners position peaked at $1.63M in Q4 2016.
  • 332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on CI Investments Inc's 13F filing for Q2 2024, filed 12 Aug 2024.