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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
BlackRock New York $5.7T 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return