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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

CCM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janney Montgomery Scott's APAM Position: Q3 2022 in Review

Janney Montgomery Scott sold out of Artisan Partners (APAM) in Q3 2022, closing a stake of 6,839 shares — an estimated $254K sold.

Janney Montgomery Scott first reported a position in APAM in Q1 2019 and held it in 10 quarters. The position peaked at $8.33M in Q4 2020. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

Janney Montgomery Scott reported no remaining Artisan Partners position as of Q3 2022 after selling out during the quarter.
Janney Montgomery Scott sold 6,839 Artisan Partners shares in Q3 2022, an estimated $254K.
Janney Montgomery Scott first reported a position in Artisan Partners in Q1 2019 and held it in 10 quarters.
Janney Montgomery Scott's Artisan Partners position peaked at $8.33M in Q4 2020.
260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on Janney Montgomery Scott's 13F filing for Q3 2022, filed 25 Oct 2022.