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Marshall Financial Group (Maryland)’s Artisan Partners APAM Stock Holding History

Marshall Financial Group (Maryland)’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
Q4 		– Sell
-21,491
Closed -$1.05M – 209
2021
Q3 		$1.05M Buy
21,491
+1,390
+7% +$70.2K 0.54% 53
2021
Q2 		$1.02M Sell
20,101
-5,120
-20% -$269K 0.55% 55
2021
Q1 		$1.32M Buy
25,221
+694
+3% +$35.4K 0.79% 41
2020
Q4 		$1.24M Buy
+24,527
New +$1.11M 0.81% 41

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Marshall Financial Group (Maryland)'s APAM Position: Q4 2021 in Review

Marshall Financial Group (Maryland) sold out of Artisan Partners (APAM) in Q4 2021, closing a stake of 21,491 shares — an estimated $1.05M sold.

Marshall Financial Group (Maryland) first reported a position in APAM in Q4 2020 and held it in 4 quarters. The position peaked at $1.32M in Q1 2021. 303 funds tracked by Wall St. Rank hold APAM as of Q4 2021.

  • Marshall Financial Group (Maryland) reported no remaining Artisan Partners position as of Q4 2021 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 21,491 Artisan Partners shares in Q4 2021, an estimated $1.05M.
  • Marshall Financial Group (Maryland) first reported a position in Artisan Partners in Q4 2020 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s Artisan Partners position peaked at $1.32M in Q1 2021.
  • 303 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2021.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2021, filed 27 Jan 2022.