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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
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return