Integrated Advisors Network’s Artisan Partners APAM Stock Holding History

Integrated Advisors Network’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	-105,700	Closed	-$4.84M	–	688
2024 Q1	$4.84M	Buy	105,700 +16,284	+18%	+$699K	0.25%	110
2023 Q4	$3.95M	Sell	89,416 -8,075	-8%	-$305K	0.22%	123
2023 Q3	$3.65M	Sell	97,491 -4,008	-4%	-$155K	0.22%	118
2023 Q2	$3.99M	Buy	+101,499	New	+$3.5M	0.23%	120
2022 Q2	–	Sell	-5,950	Closed	-$234K	–	662
2022 Q1	$234K	Sell	5,950 -1,500	-20%	-$60.9K	0.01%	599
2021 Q4	$355K	Buy	7,450 +500	+7%	+$24K	0.02%	486
2021 Q3	$340K	Buy	+6,950	New	+$351K	0.02%	485

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 $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Integrated Advisors Network's APAM Position: Q2 2024 in Review

Integrated Advisors Network sold out of Artisan Partners (APAM) in Q2 2024, closing a stake of 105,700 shares — an estimated $4.84M sold.

Integrated Advisors Network first reported a position in APAM in Q3 2021 and held it in 7 quarters. The position peaked at $4.84M in Q1 2024. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

Integrated Advisors Network reported no remaining Artisan Partners position as of Q2 2024 after selling out during the quarter.
Integrated Advisors Network sold 105,700 Artisan Partners shares in Q2 2024, an estimated $4.84M.
Integrated Advisors Network first reported a position in Artisan Partners in Q3 2021 and held it in 7 quarters.
Integrated Advisors Network's Artisan Partners position peaked at $4.84M in Q1 2024.
332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on Integrated Advisors Network's 13F filing for Q2 2024, filed 9 Aug 2024.