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Ladenburg Thalmann Financial Services’s Artisan Partners APAM Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$10K Sell
316
-640
-67% -$18.5K ﹤0.01% 4472
2019
Q3 		$27K Sell
956
-553
-37% -$15.5K ﹤0.01% 3837
2019
Q2 		$42K Buy
1,509
+711
+89% +$18.9K ﹤0.01% 3572
2019
Q1 		$20K Buy
798
+339
+74% +$8.29K ﹤0.01% 3985
2018
Q4 		$11K Sell
459
-269
-37% -$7.17K ﹤0.01% 4211
2018
Q3 		$24K Buy
728
+458
+170% +$14.9K ﹤0.01% 3792
2018
Q2 		$9K Hold
270
– – ﹤0.01% 4282
2018
Q1 		$9K Sell
270
-144
-35% -$5.2K ﹤0.01% 4282
2017
Q4 		$16K Sell
414
-5
-1% -$185 ﹤0.01% 3911
2017
Q3 		$14K Hold
419
– – ﹤0.01% 3876
2017
Q2 		$13K Hold
419
– – ﹤0.01% 3854
2017
Q1 		$12K Sell
419
-581
-58% -$16.7K ﹤0.01% 3870
2016
Q4 		$27K Sell
1,000
-53
-5% -$1.51K ﹤0.01% 3279
2016
Q3 		$30K Buy
1,053
+900
+588% +$24.6K ﹤0.01% 3129
2016
Q2 		$5K Buy
153
+124
+428% +$3.91K ﹤0.01% 4102
2016
Q1 		$0 Sell
29
-21
-42% -$613 ﹤0.01% 4677
2015
Q4 		$2K Sell
50
-27
-35% -$997 ﹤0.01% 4328
2015
Q3 		$3K Sell
77
-2
-3% -$86 ﹤0.01% 4115
2015
Q2 		$4K Sell
79
-26
-25% -$1.19K ﹤0.01% 4111
2015
Q1 		$5K Buy
105
+87
+483% +$4.12K ﹤0.01% 3954
2014
Q4 		$1K Sell
18
-5
-22% -$249 ﹤0.01% 4171
2014
Q3 		$1K Buy
+23
New +$1.24K ﹤0.01% 3772

Other funds holding APAM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ladenburg Thalmann Financial Services's APAM Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Artisan Partners (APAM) stake by 67% in Q4 2019, selling an estimated $18.5K and leaving 316 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #4472.

Ladenburg Thalmann Financial Services first reported a position in APAM in Q3 2014 and has held it in 22 quarters since. The position peaked at $42K in Q2 2019. 216 funds tracked by Wall St. Rank hold APAM as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 316 shares of Artisan Partners worth $10K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 640 Artisan Partners shares in Q4 2019, an estimated $18.5K.
  • Artisan Partners made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4472 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Artisan Partners in Q3 2014 and has held it in 22 quarters since.
  • Ladenburg Thalmann Financial Services's Artisan Partners position peaked at $42K in Q2 2019.
  • 216 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.