Janney Montgomery Scott
APAM icon

Janney Montgomery Scott’s Artisan Partners APAM Stock Holding History

Janney Montgomery Scott’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
2022
Q3 		– Sell
-6,839
Closed -$254K – 2495
2022
Q2 		$254K Sell
6,839
-1,586
-19% -$57.7K ﹤0.01% 2010
2022
Q1 		$332K Buy
8,425
+2,184
+35% +$88.7K ﹤0.01% 1836
2021
Q4 		$297K Sell
6,241
-137,078
-96% -$6.58M ﹤0.01% 2002
2021
Q3 		$7.01M Buy
143,319
+6,272
+5% +$317K 0.03% 492
2021
Q2 		$6.96M Buy
137,047
+12,984
+10% +$682K 0.03% 482
2021
Q1 		$6.47M Sell
124,063
-41,331
-25% -$2.11M 0.03% 465
2020
Q4 		$8.33M Buy
165,394
+22,513
+16% +$1.02M 0.04% 372
2020
Q3 		$5.57M Buy
+142,881
New +$5.24M 0.03% 449
2019
Q3 		– Sell
-37,622
Closed -$1.03M – 2040
2019
Q2 		$1.03M Buy
37,622
+19,521
+108% +$520K 0.01% 1030
2019
Q1 		$456K Buy
+18,101
New +$442K ﹤0.01% 1440

Other funds holding APAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return