NC
APAM icon

NinePointTwo Capital’s Artisan Partners APAM Stock Holding History

NinePointTwo 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
Q4 		$303K Hold
6,873
– – 0.12% 123
2023
Q3 		$257K Buy
+6,873
New +$266K 0.1% 98

Other funds holding APAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NinePointTwo Capital's APAM Position: Q4 2023 in Review

NinePointTwo Capital held its Artisan Partners (APAM) position steady in Q4 2023 at 6,873 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #123.

NinePointTwo Capital first reported a position in APAM in Q3 2023 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold APAM as of Q4 2023.

  • NinePointTwo Capital held 6,873 shares of Artisan Partners worth $303K as of Q4 2023.
  • NinePointTwo Capital left its Artisan Partners share count unchanged in Q4 2023.
  • Artisan Partners made up 0.12% of NinePointTwo Capital's portfolio in Q4 2023, its #123 holding.
  • NinePointTwo Capital first reported a position in Artisan Partners in Q3 2023 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2023.

Based on NinePointTwo Capital's 13F filing for Q4 2023, filed 14 Feb 2024.