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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

Other funds holding APAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Money Concepts Capital's APAM Position: Q1 2023 in Review

Money Concepts Capital sold out of Artisan Partners (APAM) in Q1 2023, closing a stake of 1,190 shares — an estimated $35.3K sold.

Money Concepts Capital first reported a position in APAM in Q4 2020 and held it in 7 quarters. The position peaked at $258K in Q1 2021. 259 funds tracked by Wall St. Rank hold APAM as of Q1 2023.

  • Money Concepts Capital reported no remaining Artisan Partners position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,190 Artisan Partners shares in Q1 2023, an estimated $35.3K.
  • Money Concepts Capital first reported a position in Artisan Partners in Q4 2020 and held it in 7 quarters.
  • Money Concepts Capital's Artisan Partners position peaked at $258K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.