FourThought Financial’s Artisan Partners APAM Stock Holding History

FourThought Financial’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
2022 Q3	$32K	Buy	1,206 +312	+35%	+$11K	﹤0.01%	735
2022 Q2	$32K	Buy	894 +380	+74%	+$13.8K	﹤0.01%	743
2022 Q1	$20K	Sell	514 -308	-37%	-$12.5K	﹤0.01%	892
2021 Q4	$39K	Sell	822 -251	-23%	-$12.1K	﹤0.01%	735
2021 Q3	$52K	Buy	1,073 +16	+2%	+$808	0.01%	678
2021 Q2	$53K	Buy	1,057 +37	+4%	+$1.95K	0.01%	682
2021 Q1	$53K	Sell	1,020 -10	-1%	-$510	0.01%	674
2020 Q4	$51K	Buy	+1,030	New	+$46.8K	0.01%	656

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CCM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's APAM Position: Q3 2022 in Review

FourThought Financial increased its Artisan Partners (APAM) stake by 35% in Q3 2022, buying an estimated $11K and bringing the position to 1,206 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

FourThought Financial first reported a position in APAM in Q4 2020 and has held it in 8 quarters since. The position peaked at $53K in Q2 2021. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

FourThought Financial held 1,206 shares of Artisan Partners worth $32K as of Q3 2022.
FourThought Financial bought 312 Artisan Partners shares in Q3 2022, an estimated $11K.
Artisan Partners made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #735 holding.
FourThought Financial first reported a position in Artisan Partners in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Artisan Partners position peaked at $53K in Q2 2021.
260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.