CFD
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Creative Financial Designs’s Artisan Partners APAM Stock Holding History

Creative Financial Designs’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
2025
Q1 		– Sell
-347
Closed -$14.9K – 2053
2024
Q4 		$14.9K Sell
347
-473
-58% -$21.6K ﹤0.01% 1120
2024
Q3 		$35.5K Buy
820
+164
+25% +$6.77K ﹤0.01% 886
2024
Q2 		$27.1K Buy
656
+9
+1% +$388 ﹤0.01% 925
2024
Q1 		$29.6K Buy
647
+10
+2% +$429 ﹤0.01% 868
2023
Q4 		$28.1K Buy
637
+75
+13% +$2.83K ﹤0.01% 829
2023
Q3 		$21K Hold
562
– – ﹤0.01% 838
2023
Q2 		$22.1K Hold
562
– – ﹤0.01% 828
2023
Q1 		$18K Hold
562
– – ﹤0.01% 838
2022
Q4 		$16.7K Buy
562
+300
+115% +$9.22K ﹤0.01% 801
2022
Q3 		$7K Buy
+262
New +$9.21K ﹤0.01% 951

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return