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DFPG Investments’s Artisan Partners APAM Stock Holding History

DFPG Investments’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
2023
Q4 		$226K Buy
+5,346
New +$202K 0.02% 580
2023
Q3 		– Sell
-5,778
Closed -$246K – 580
2023
Q2 		$246K Buy
+5,778
New +$200K 0.02% 516

Other funds holding APAM

BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DFPG Investments's APAM Position: Q4 2023 in Review

DFPG Investments opened a new position in Artisan Partners (APAM) in Q4 2023: 5,346 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #580 among its holdings. This is a return to the name: DFPG Investments previously reported a position in APAM as recently as Q2 2023.

DFPG Investments first reported a position in APAM in Q2 2023 and has held it in 2 quarters since. The position peaked at $246K in Q2 2023. 313 funds tracked by Wall St. Rank hold APAM as of Q4 2023.

  • DFPG Investments held 5,346 shares of Artisan Partners worth $226K as of Q4 2023.
  • Artisan Partners was a new DFPG Investments position in Q4 2023.
  • Artisan Partners made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #580 holding.
  • DFPG Investments first reported a position in Artisan Partners in Q2 2023 and has held it in 2 quarters since.
  • DFPG Investments's Artisan Partners position peaked at $246K in Q2 2023.
  • 313 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.