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Lokken Investment Group’s Artisan Partners APAM Stock Holding History

Lokken Investment Group’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
Q4 		– Sell
-12,215
Closed -$329K – 123
2022
Q3 		$329K Sell
12,215
-328
-3% -$11.5K 0.28% 78
2022
Q2 		$446K Buy
12,543
+810
+7% +$29.5K 0.36% 62
2022
Q1 		$377K Buy
11,733
+615
+6% +$25K 0.3% 79
2021
Q4 		$530K Buy
11,118
+389
+4% +$18.7K 0.38% 54
2021
Q3 		$525K Sell
10,729
-778
-7% -$39.3K 0.42% 49
2021
Q2 		$585K Buy
11,507
+717
+7% +$37.7K 0.48% 49
2021
Q1 		$563K Buy
10,790
+220
+2% +$11.2K 0.5% 48
2020
Q4 		$532K Buy
+10,570
New +$480K 0.49% 47

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Lokken Investment Group's APAM Position: Q4 2022 in Review

Lokken Investment Group sold out of Artisan Partners (APAM) in Q4 2022, closing a stake of 12,215 shares — an estimated $329K sold.

Lokken Investment Group first reported a position in APAM in Q4 2020 and held it in 8 quarters. The position peaked at $585K in Q2 2021. 272 funds tracked by Wall St. Rank hold APAM as of Q4 2022.

  • Lokken Investment Group reported no remaining Artisan Partners position as of Q4 2022 after selling out during the quarter.
  • Lokken Investment Group sold 12,215 Artisan Partners shares in Q4 2022, an estimated $329K.
  • Lokken Investment Group first reported a position in Artisan Partners in Q4 2020 and held it in 8 quarters.
  • Lokken Investment Group's Artisan Partners position peaked at $585K in Q2 2021.
  • 272 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2022.

Based on Lokken Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.