IP
APAM icon

Interval Partners’s Artisan Partners APAM Stock Holding History

Interval Partners’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
Q1 		– Hold
0
– – – 296
2023
Q4 		– Hold
0
– – – 293
2021
Q4 		– Hold
0
– – – 258
2021
Q3 		– Hold
0
– – – 304
2020
Q4 		– Sell
-7,228
Closed -$282K – 230
2020
Q3 		$282K Buy
+7,228
New +$265K 0.03% 232
2018
Q1 		– Hold
0
– – – 201
2017
Q4 		– Hold
0
– – – 179
2017
Q3 		– Sell
-32,200
Closed -$989K – 172
2017
Q2 		$989K Buy
+32,200
New +$925K 0.07% 193

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return