Integrated Investment Consultants’s Artisan Partners APAM Stock Holding History

Integrated Investment Consultants’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	-6,125	Closed	-$265K	–	304
2024 Q3	$265K	Sell	6,125 -6,034	-50%	-$249K	0.06%	254
2024 Q2	$557K	Hold	12,159	–	–	0.15%	115
2024 Q1	$557K	Buy	12,159 +1,140	+10%	+$49K	0.15%	115
2023 Q4	$487K	Buy	11,019 +1,181	+12%	+$44.6K	0.15%	125
2023 Q3	$368K	Buy	9,838 +3,323	+51%	+$129K	0.13%	134
2023 Q2	$256K	Buy	6,515 +146	+2%	+$5.04K	0.08%	221
2023 Q1	$204K	Buy	+6,369	New	+$214K	0.06%	256
2021 Q4	–	Sell	-4,445	Closed	-$217K	–	296
2021 Q3	$217K	Hold	4,445	–	–	0.06%	265
2021 Q2	$226K	Buy	+4,445	New	+$234K	0.07%	253

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

CCM

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

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

Integrated Investment Consultants's APAM Position: Q4 2024 in Review

Integrated Investment Consultants sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 6,125 shares — an estimated $265K sold.

Integrated Investment Consultants first reported a position in APAM in Q2 2021 and held it in 9 quarters. The position peaked at $557K in Q2 2024. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

Integrated Investment Consultants reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
Integrated Investment Consultants sold 6,125 Artisan Partners shares in Q4 2024, an estimated $265K.
Integrated Investment Consultants first reported a position in Artisan Partners in Q2 2021 and held it in 9 quarters.
Integrated Investment Consultants's Artisan Partners position peaked at $557K in Q2 2024.
358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Integrated Investment Consultants's 13F filing for Q4 2024, filed 15 Jan 2025.