FinTrust Capital Advisors’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $650 | Hold |
15
| – | – | ﹤0.01% | 1295 |
|
|
2024
Q2 | $620 | Hold |
15
| – | – | ﹤0.01% | 1266 |
|
|
2024
Q1 | $687 | Hold |
15
| – | – | ﹤0.01% | 1171 |
|
|
2023
Q4 | $663 | Buy |
+15
| New | +$663 | ﹤0.01% | 1153 |
|
|
2022
Q4 | – | Sell |
-1,850
| Closed | -$51K | – | 1184 |
|
|
2022
Q3 | $51K | Hold |
1,850
| – | – | 0.01% | 505 |
|
|
2022
Q2 | $69K | Hold |
1,850
| – | – | 0.02% | 467 |
|
|
2022
Q1 | $73K | Buy |
1,850
+1,740
| +1,582% | +$68.7K | 0.02% | 478 |
|
|
2021
Q4 | $5K | Sell |
110
-1,785
| -94% | -$81.1K | ﹤0.01% | 1012 |
|
|
2021
Q3 | $93K | Hold |
1,895
| – | – | 0.02% | 429 |
|
|
2021
Q2 | $96K | Buy |
1,895
+1,480
| +357% | +$75K | 0.03% | 432 |
|
|
2021
Q1 | $22K | Sell |
415
-124
| -23% | -$6.57K | 0.01% | 681 |
|
|
2020
Q4 | $27K | Sell |
539
-151
| -22% | -$7.56K | 0.01% | 594 |
|
|
2020
Q3 | $27 | Buy |
+690
| New | +$27 | 0.01% | 586 |
|