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Legacy Capital Partners’s Artisan Partners APAM Stock Holding History

Legacy Capital 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
2022
Q1 		$2.22M Buy
56,520
+20
+0% +$813 0.73% 43
2021
Q4 		$2.69M Sell
56,500
-575
-1% -$27.6K 0.87% 37
2021
Q3 		$2.79M Sell
57,075
-1,810
-3% -$91.4K 1.01% 31
2021
Q2 		$2.99M Sell
58,885
-750
-1% -$39.4K 1.07% 28
2021
Q1 		$3.11M Sell
59,635
-300
-0.5% -$15.3K 1.17% 27
2020
Q4 		$3.02M Sell
59,935
-4,050
-6% -$184K 1.18% 22
2020
Q3 		$2.5M Sell
63,985
-95
-0.1% -$3.48K 1.01% 34
2020
Q2 		$2.08M Sell
64,080
-100
-0.2% -$2.77K 0.89% 39
2020
Q1 		$1.38M Sell
64,180
-75
-0.1% -$2.25K 0.68% 45
2019
Q4 		$2.08M Sell
64,255
-100
-0.2% -$2.89K 0.84% 41
2019
Q3 		$1.82M Sell
64,355
-250
-0.4% -$7K 0.8% 44
2019
Q2 		$1.78M Buy
64,605
+700
+1% +$18.6K 0.79% 46
2019
Q1 		$1.61M Buy
63,905
+700
+1% +$17.1K 0.75% 51
2018
Q4 		$1.4M Sell
63,205
-1,100
-2% -$29.3K 0.74% 45
2018
Q3 		$2.08M Sell
64,305
-4,900
-7% -$160K 0.96% 40
2018
Q2 		$2.09M Sell
69,205
-820
-1% -$26.6K 1.02% 38
2018
Q1 		$2.33M Buy
70,025
+185
+0.3% +$6.67K 1.17% 33
2017
Q4 		$2.76M Buy
69,840
+3,950
+6% +$147K 1.36% 29
2017
Q3 		$2.15M Buy
65,890
+31,155
+90% +$969K 1.13% 35
2017
Q2 		$1.07M Buy
+34,735
New +$998K 0.58% 53

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Capital Partners's APAM Position: Q1 2022 in Review

Legacy Capital Partners increased its Artisan Partners (APAM) stake by 0.04% in Q1 2022, buying an estimated $813 and bringing the position to 56,520 shares worth $2.22M. The position accounts for 0.73% of the portfolio, ranked #43.

Legacy Capital Partners first reported a position in APAM in Q2 2017 and has held it in 20 quarters since. The position peaked at $3.11M in Q1 2021. 271 funds tracked by Wall St. Rank hold APAM as of Q1 2022.

  • Legacy Capital Partners held 56,520 shares of Artisan Partners worth $2.22M as of Q1 2022.
  • Legacy Capital Partners bought 20 Artisan Partners shares in Q1 2022, an estimated $813.
  • Artisan Partners made up 0.73% of Legacy Capital Partners's portfolio in Q1 2022, its #43 holding.
  • Legacy Capital Partners first reported a position in Artisan Partners in Q2 2017 and has held it in 20 quarters since.
  • Legacy Capital Partners's Artisan Partners position peaked at $3.11M in Q1 2021.
  • 271 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.