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FORA Capital’s Artisan Partners APAM Stock Holding History

FORA Capital’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
Q4 		– Sell
-4,680
Closed -$203K – 385
2024
Q3 		$203K Buy
+4,680
New +$193K 0.02% 405
2020
Q2 		– Sell
-2,670
Closed -$57K – 875
2020
Q1 		$57K Buy
+2,670
New +$80K 0.01% 739

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

FORA Capital's APAM Position: Q4 2024 in Review

FORA Capital sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 4,680 shares — an estimated $203K sold.

FORA Capital first reported a position in APAM in Q1 2020 and held it in 2 quarters. The position peaked at $203K in Q3 2024. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

  • FORA Capital reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 4,680 Artisan Partners shares in Q4 2024, an estimated $203K.
  • FORA Capital first reported a position in Artisan Partners in Q1 2020 and held it in 2 quarters.
  • FORA Capital's Artisan Partners position peaked at $203K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.