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MCC
Money Concepts Capital’s
Artisan Partners
APAM
Stock Holding History
Money Concepts Capital’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
2023
Q1
–
Sell
-1,190
Closed
-$35.3K
–
583
2022
Q4
$35.3K
Sell
1,190
-120
-9%
-$3.69K
﹤0.01%
1382
2022
Q3
$35K
Sell
1,310
-361
-22%
-$12.7K
﹤0.01%
787
2022
Q2
$60K
Sell
1,671
-414
-20%
-$15.1K
0.01%
670
2022
Q1
$82K
Sell
2,085
-2,282
-52%
-$92.7K
﹤0.01%
1055
2021
Q4
$208K
Buy
+4,367
New
+$210K
0.02%
481
2021
Q1
$258K
Buy
4,950
+944
+24%
+$48.2K
0.02%
439
2020
Q4
$202K
Buy
+4,006
New
+$182K
0.02%
415
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WA
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1-Year Est. Return
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25.57%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
CCM
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34.32%
1-Year Est. Return
Fisher Asset Management
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$295B AUM
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1-Year Est. Return
Macquarie Group
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$16.8B AUM
27.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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