FGAM
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Financial Gravity Asset Management’s Artisan Partners APAM Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-2
Closed -$146 – 1482
2024
Q1 		$146 Buy
2
+1
+100% +$43 ﹤0.01% 1678
2023
Q4 		$42 Buy
+1
New +$38 ﹤0.01% 1346
2023
Q1 		– Sell
-30
Closed -$281 – 1148
2022
Q4 		$281 Buy
+30
New +$922 ﹤0.01% 886
2022
Q1 		– Sell
-96
Closed -$27 – 904
2021
Q4 		$27 Buy
96
+95
+9,500% +$4.56K ﹤0.01% 790
2021
Q3 		$49K Buy
+1
New +$50 0.02% 573
2020
Q1 		– Sell
-150
Closed -$5K – 1120
2019
Q4 		$5K Sell
150
-1,250
-89% -$36.1K ﹤0.01% 1263
2019
Q3 		$40K Hold
1,400
– – 0.03% 320
2019
Q2 		$39K Buy
+1,400
New +$37.3K 0.03% 371

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
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