Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
–
1297
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
New York
$5.7T 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
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close