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Concurrent Investment Advisors’s Artisan Partners APAM Stock Holding History

Concurrent Investment Advisors’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
Q1 		– Sell
-11,229
Closed -$496K – 926
2023
Q4 		$496K Buy
+11,229
New +$424K 0.02% 500

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Concurrent Investment Advisors's APAM Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Artisan Partners (APAM) in Q1 2024, closing a stake of 11,229 shares — an estimated $496K sold.

Concurrent Investment Advisors first reported a position in APAM in Q4 2023 and held it in 1 quarter. The position peaked at $496K in Q4 2023. 331 funds tracked by Wall St. Rank hold APAM as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Artisan Partners position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 11,229 Artisan Partners shares in Q1 2024, an estimated $496K.
  • Concurrent Investment Advisors first reported a position in Artisan Partners in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Artisan Partners position peaked at $496K in Q4 2023.
  • 331 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.