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Diversify Advisory Services’s Artisan Partners APAM Stock Holding History

Diversify Advisory Services’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
Q2 		– Sell
-6,579
Closed -$299K – 637
2024
Q1 		$299K Buy
+6,579
New +$283K 0.02% 537

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Diversify Advisory Services's APAM Position: Q2 2024 in Review

Diversify Advisory Services sold out of Artisan Partners (APAM) in Q2 2024, closing a stake of 6,579 shares — an estimated $299K sold.

Diversify Advisory Services first reported a position in APAM in Q1 2024 and held it in 1 quarter. The position peaked at $299K in Q1 2024. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

  • Diversify Advisory Services reported no remaining Artisan Partners position as of Q2 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 6,579 Artisan Partners shares in Q2 2024, an estimated $299K.
  • Diversify Advisory Services first reported a position in Artisan Partners in Q1 2024 and held it in 1 quarter.
  • Diversify Advisory Services's Artisan Partners position peaked at $299K in Q1 2024.
  • 332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.