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Contravisory Investment Management’s Artisan Partners APAM Stock Holding History

Contravisory Investment Management’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
Q3 		– Sell
-343
Closed -$14.2K – 348
2024
Q2 		$14.2K Hold
343
– – ﹤0.01% 302
2024
Q1 		$15.7K Hold
343
– – ﹤0.01% 303
2023
Q4 		$15.2K Sell
343
-98
-22% -$3.7K ﹤0.01% 290
2023
Q3 		$16.5K Buy
+441
New +$17.1K ﹤0.01% 257
2018
Q1 		– Sell
-28
Closed -$1K – 336
2017
Q4 		$1K Hold
28
– – ﹤0.01% 346
2017
Q3 		$1K Buy
+28
New +$870 ﹤0.01% 392

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Contravisory Investment Management's APAM Position: Q3 2024 in Review

Contravisory Investment Management sold out of Artisan Partners (APAM) in Q3 2024, closing a stake of 343 shares — an estimated $14.2K sold.

Contravisory Investment Management first reported a position in APAM in Q3 2017 and held it in 6 quarters. The position peaked at $16.5K in Q3 2023. 341 funds tracked by Wall St. Rank hold APAM as of Q3 2024.

  • Contravisory Investment Management reported no remaining Artisan Partners position as of Q3 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 343 Artisan Partners shares in Q3 2024, an estimated $14.2K.
  • Contravisory Investment Management first reported a position in Artisan Partners in Q3 2017 and held it in 6 quarters.
  • Contravisory Investment Management's Artisan Partners position peaked at $16.5K in Q3 2023.
  • 341 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2024.

Based on Contravisory Investment Management's 13F filing for Q3 2024, filed 9 Oct 2024.