Colonial Trust’s Artisan Partners APAM Stock Holding History

Colonial Trust’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	-479	Closed	-$21.9K	–	984
2024 Q1	$21.9K	Buy	+479	New	+$20.6K	﹤0.01%	643

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Colonial Trust's APAM Position: Q2 2024 in Review

Colonial Trust sold out of Artisan Partners (APAM) in Q2 2024, closing a stake of 479 shares — an estimated $21.9K sold.

Colonial Trust first reported a position in APAM in Q1 2024 and held it in 1 quarter. The position peaked at $21.9K in Q1 2024. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

Colonial Trust reported no remaining Artisan Partners position as of Q2 2024 after selling out during the quarter.
Colonial Trust sold 479 Artisan Partners shares in Q2 2024, an estimated $21.9K.
Colonial Trust first reported a position in Artisan Partners in Q1 2024 and held it in 1 quarter.
Colonial Trust's Artisan Partners position peaked at $21.9K in Q1 2024.
332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on Colonial Trust's 13F filing for Q2 2024, filed 14 Aug 2024.