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Oliver Luxxe Assets’s Artisan Partners APAM Stock Holding History

Oliver Luxxe Assets’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
Q2 		– Sell
-6,859
Closed -$358K – 196
2021
Q1 		$358K Buy
6,859
+515
+8% +$26.3K 0.11% 146
2020
Q4 		$330K Buy
+6,344
New +$288K 0.1% 139

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BlackRock New York $6.73T AUM 46.02% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Oliver Luxxe Assets's APAM Position: Q2 2021 in Review

Oliver Luxxe Assets sold out of Artisan Partners (APAM) in Q2 2021, closing a stake of 6,859 shares — an estimated $358K sold.

Oliver Luxxe Assets first reported a position in APAM in Q4 2020 and held it in 2 quarters. The position peaked at $358K in Q1 2021. 308 funds tracked by Wall St. Rank hold APAM as of Q2 2021.

  • Oliver Luxxe Assets reported no remaining Artisan Partners position as of Q2 2021 after selling out during the quarter.
  • Oliver Luxxe Assets sold 6,859 Artisan Partners shares in Q2 2021, an estimated $358K.
  • Oliver Luxxe Assets first reported a position in Artisan Partners in Q4 2020 and held it in 2 quarters.
  • Oliver Luxxe Assets's Artisan Partners position peaked at $358K in Q1 2021.
  • 308 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2021.

Based on Oliver Luxxe Assets's 13F filing for Q2 2021, filed 29 Jul 2021.