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MGO One Seven’s Artisan Partners APAM Stock Holding History

MGO One Seven’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
2024
Q2 		– Sell
-7,125
Closed -$326K – 965
2024
Q1 		$326K Sell
7,125
-2,607
-27% -$112K 0.02% 692
2023
Q4 		$430K Buy
9,732
+2,070
+27% +$78.1K 0.02% 586
2023
Q3 		$287K Sell
7,662
-2,494
-25% -$96.7K 0.02% 635
2023
Q2 		$399K Buy
10,156
+52
+0.5% +$1.79K 0.04% 491
2023
Q1 		$323K Sell
10,104
-807
-7% -$27.1K 0.02% 648
2022
Q4 		$324K Sell
10,911
-315
-3% -$9.68K 0.03% 530
2022
Q3 		$302K Sell
11,226
-204
-2% -$7.17K 0.01% 544
2022
Q2 		$407K Buy
11,430
+54
+0.5% +$1.96K 0.06% 376
2022
Q1 		$448K Buy
11,376
+78
+0.7% +$3.17K 0.05% 396
2021
Q4 		$538K Buy
11,298
+480
+4% +$23K 0.06% 363
2021
Q3 		$536K Sell
10,818
-102
-0.9% -$5.15K 0.07% 322
2021
Q2 		$555K Sell
10,920
-2,233
-17% -$117K 0.08% 305
2021
Q1 		$686K Sell
13,153
-672
-5% -$34.3K 0.12% 219
2020
Q4 		$696K Sell
13,825
-441
-3% -$20K 0.14% 188
2020
Q3 		$556K Buy
14,266
+2,796
+24% +$102K 0.13% 206
2020
Q2 		$373K Sell
11,470
-80
-0.7% -$2.22K 0.1% 288
2020
Q1 		$248K Sell
11,550
-714
-6% -$21.4K 0.08% 314
2019
Q4 		$396K Sell
12,264
-839
-6% -$24.2K 0.1% 265
2019
Q3 		$370K Buy
13,103
+295
+2% +$8.25K 0.11% 260
2019
Q2 		$352K Buy
12,808
+513
+4% +$13.7K 0.11% 243
2019
Q1 		$309K Buy
12,295
+6,128
+99% +$150K 0.1% 270
2018
Q4 		$136K Sell
6,167
-233
-4% -$6.21K 0.06% 368
2018
Q3 		$207K Buy
+6,400
New +$209K 0.1% 310
2018
Q1 		$194K Sell
5,835
-50
-0.8% -$1.8K 0.09% 271
2017
Q4 		$232K Buy
+5,885
New +$218K 0.11% 222

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

MGO One Seven's APAM Position: Q2 2024 in Review

MGO One Seven sold out of Artisan Partners (APAM) in Q2 2024, closing a stake of 7,125 shares — an estimated $326K sold.

MGO One Seven first reported a position in APAM in Q4 2017 and held it in 25 quarters. The position peaked at $696K in Q4 2020. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

  • MGO One Seven reported no remaining Artisan Partners position as of Q2 2024 after selling out during the quarter.
  • MGO One Seven sold 7,125 Artisan Partners shares in Q2 2024, an estimated $326K.
  • MGO One Seven first reported a position in Artisan Partners in Q4 2017 and held it in 25 quarters.
  • MGO One Seven's Artisan Partners position peaked at $696K in Q4 2020.
  • 332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on MGO One Seven's 13F filing for Q2 2024, filed 7 Aug 2024.