FinTrust Capital Advisors’s Artisan Partners APAM Stock Holding History

FinTrust Capital Advisors’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 Q3	$650	Hold	15	–	–	﹤0.01%	1305
2024 Q2	$620	Hold	15	–	–	﹤0.01%	1295
2024 Q1	$687	Hold	15	–	–	﹤0.01%	1195
2023 Q4	$663	Buy	+15	New	+$566	﹤0.01%	1179
2022 Q4	–	Sell	-1,850	Closed	-$51K	–	1187
2022 Q3	$51K	Hold	1,850	–	–	0.01%	506
2022 Q2	$69K	Hold	1,850	–	–	0.02%	469
2022 Q1	$73K	Buy	1,850 +1,740	+1,582%	+$70.7K	0.02%	481
2021 Q4	$5K	Sell	110 -1,785	-94%	-$85.7K	﹤0.01%	1017
2021 Q3	$93K	Hold	1,895	–	–	0.02%	433
2021 Q2	$96K	Buy	1,895 +1,480	+357%	+$77.8K	0.03%	437
2021 Q1	$22K	Sell	415 -124	-23%	-$6.33K	0.01%	689
2020 Q4	$27K	Sell	539 -151	-22%	-$6.86K	0.01%	601
2020 Q3	$27K	Buy	+690	New	+$25.3K	0.01%	592

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

FinTrust Capital Advisors's APAM Position: Q3 2024 in Review

FinTrust Capital Advisors held its Artisan Partners (APAM) position steady in Q3 2024 at 15 shares worth $650. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

FinTrust Capital Advisors first reported a position in APAM in Q3 2020 and has held it in 13 quarters since. The position peaked at $96K in Q2 2021. 341 funds tracked by Wall St. Rank hold APAM as of Q3 2024.

FinTrust Capital Advisors held 15 shares of Artisan Partners worth $650 as of Q3 2024.
FinTrust Capital Advisors left its Artisan Partners share count unchanged in Q3 2024.
Artisan Partners made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1305 holding.
FinTrust Capital Advisors first reported a position in Artisan Partners in Q3 2020 and has held it in 13 quarters since.
FinTrust Capital Advisors's Artisan Partners position peaked at $96K in Q2 2021.
341 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.