KB Financial Partners’s Artisan Partners APAM Stock Holding History

KB Financial 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
2023 Q3	$4K	Hold	105	–	–	﹤0.01%	441
2023 Q2	$4K	Hold	105	–	–	﹤0.01%	445
2023 Q1	$3K	Hold	105	–	–	﹤0.01%	458
2022 Q4	$3K	Sell	105 -31	-23%	-$953	﹤0.01%	458
2022 Q3	$4K	Hold	136	–	–	﹤0.01%	427
2022 Q2	$5K	Sell	136 -7,194	-98%	-$262K	﹤0.01%	405
2022 Q1	$288K	Buy	7,330 +1,185	+19%	+$48.1K	0.08%	149
2021 Q4	$293K	Buy	6,145 +588	+11%	+$28.2K	0.08%	138
2021 Q3	$272K	Buy	5,557 +1,099	+25%	+$55.5K	0.1%	132
2021 Q2	$227K	Buy	4,458 +1,083	+32%	+$56.9K	0.09%	142
2021 Q1	$176K	Buy	+3,375	New	+$172K	0.07%	162

Other funds holding APAM

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KB Financial Partners's APAM Position: Q3 2023 in Review

KB Financial Partners held its Artisan Partners (APAM) position steady in Q3 2023 at 105 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

KB Financial Partners first reported a position in APAM in Q1 2021 and has held it in 11 quarters since. The position peaked at $293K in Q4 2021. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2023.

KB Financial Partners held 105 shares of Artisan Partners worth $4K as of Q3 2023.
KB Financial Partners left its Artisan Partners share count unchanged in Q3 2023.
Artisan Partners made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #441 holding.
KB Financial Partners first reported a position in Artisan Partners in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Artisan Partners position peaked at $293K in Q4 2021.
300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.