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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 $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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Creative Financial Designs's APAM Position: Q1 2025 in Review

Creative Financial Designs sold out of Artisan Partners (APAM) in Q1 2025, closing a stake of 347 shares — an estimated $14.9K sold.

Creative Financial Designs first reported a position in APAM in Q3 2022 and held it in 10 quarters. The position peaked at $35.5K in Q3 2024. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

  • Creative Financial Designs reported no remaining Artisan Partners position as of Q1 2025 after selling out during the quarter.
  • Creative Financial Designs sold 347 Artisan Partners shares in Q1 2025, an estimated $14.9K.
  • Creative Financial Designs first reported a position in Artisan Partners in Q3 2022 and held it in 10 quarters.
  • Creative Financial Designs's Artisan Partners position peaked at $35.5K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.