Level Four Advisory Services’s Artisan Partners APAM Stock Holding History

Level Four Advisory 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
2021 Q1	–	Sell	-7,360	Closed	-$370K	–	628
2020 Q4	$370K	Buy	+7,360	New	+$334K	0.03%	422

Other funds holding APAM

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

CCP

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Level Four Advisory Services's APAM Position: Q1 2021 in Review

Level Four Advisory Services sold out of Artisan Partners (APAM) in Q1 2021, closing a stake of 7,360 shares — an estimated $370K sold.

Level Four Advisory Services first reported a position in APAM in Q4 2020 and held it in 1 quarter. The position peaked at $370K in Q4 2020. 322 funds tracked by Wall St. Rank hold APAM as of Q1 2021.

Level Four Advisory Services reported no remaining Artisan Partners position as of Q1 2021 after selling out during the quarter.
Level Four Advisory Services sold 7,360 Artisan Partners shares in Q1 2021, an estimated $370K.
Level Four Advisory Services first reported a position in Artisan Partners in Q4 2020 and held it in 1 quarter.
Level Four Advisory Services's Artisan Partners position peaked at $370K in Q4 2020.
322 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2021.

Based on Level Four Advisory Services's 13F filing for Q1 2021, filed 10 May 2021.