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Next Financial Group’s Artisan Partners APAM Stock Holding History

Next Financial 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
2021
Q4 		$3K Hold
52
– – ﹤0.01% 2503
2021
Q3 		$3K Hold
52
– – ﹤0.01% 2353
2021
Q2 		$3K Hold
52
– – ﹤0.01% 2298
2021
Q1 		$3K Buy
52
+7
+16% +$357 ﹤0.01% 2201
2020
Q4 		$2K Buy
45
+8
+22% +$364 ﹤0.01% 2165
2020
Q3 		$1K Buy
+37
New +$1.36K ﹤0.01% 2081

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Next Financial Group's APAM Position: Q4 2021 in Review

Next Financial Group held its Artisan Partners (APAM) position steady in Q4 2021 at 52 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Next Financial Group first reported a position in APAM in Q3 2020 and has held it in 6 quarters since. 304 funds tracked by Wall St. Rank hold APAM as of Q4 2021.

  • Next Financial Group held 52 shares of Artisan Partners worth $3K as of Q4 2021.
  • Next Financial Group left its Artisan Partners share count unchanged in Q4 2021.
  • Artisan Partners made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2503 holding.
  • Next Financial Group first reported a position in Artisan Partners in Q3 2020 and has held it in 6 quarters since.
  • 304 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.