OAM
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Oppenheimer Asset Management’s Artisan Partners APAM Stock Holding History

Oppenheimer Asset Management’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
-8,317
Closed -$247K – 1132
2022
Q4 		$247K Sell
8,317
-646
-7% -$19.9K ﹤0.01% 1015
2022
Q3 		$241K Buy
8,963
+3
+0% +$105 ﹤0.01% 1007
2022
Q2 		$319K Sell
8,960
-92
-1% -$3.35K 0.01% 967
2022
Q1 		$356K Sell
9,052
-209
-2% -$8.49K 0.01% 989
2021
Q4 		$441K Sell
9,261
-310
-3% -$14.9K 0.01% 996
2021
Q3 		$468K Buy
9,571
+122
+1% +$6.16K 0.01% 951
2021
Q2 		$480K Buy
9,449
+110
+1% +$5.78K 0.01% 975
2021
Q1 		$487K Buy
9,339
+116
+1% +$5.92K 0.01% 920
2020
Q4 		$464K Buy
9,223
+418
+5% +$19K 0.01% 886
2020
Q3 		$343K Buy
8,805
+67
+0.8% +$2.46K 0.01% 905
2020
Q2 		$284K Sell
8,738
-503
-5% -$13.9K 0.01% 949
2020
Q1 		$199K Sell
9,241
-371
-4% -$11.1K ﹤0.01% 969
2019
Q4 		$311K Buy
9,612
+94
+1% +$2.71K 0.01% 954
2019
Q3 		$269K Sell
9,518
-729
-7% -$20.4K 0.01% 975
2019
Q2 		$282K Sell
10,247
-163
-2% -$4.34K 0.01% 966
2019
Q1 		$262K Buy
10,410
+797
+8% +$19.5K 0.01% 962
2018
Q4 		$213K Sell
9,613
-2,543
-21% -$67.8K 0.01% 991
2018
Q3 		$394K Buy
12,156
+190
+2% +$6.19K 0.01% 885
2018
Q2 		$361K Sell
11,966
-7,261
-38% -$236K 0.01% 887
2018
Q1 		$641K Sell
19,227
-1,403
-7% -$50.6K 0.02% 719
2017
Q4 		$672K Hold
20,630
– – 0.02% 707
2017
Q3 		$672K Buy
20,630
+108
+0.5% +$3.36K 0.02% 711
2017
Q2 		$630K Sell
20,522
-723
-3% -$20.8K 0.02% 717
2017
Q1 		$587K Buy
+21,245
New +$609K 0.02% 744

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

Oppenheimer Asset Management's APAM Position: Q1 2023 in Review

Oppenheimer Asset Management sold out of Artisan Partners (APAM) in Q1 2023, closing a stake of 8,317 shares — an estimated $247K sold.

Oppenheimer Asset Management first reported a position in APAM in Q1 2017 and held it in 24 quarters. The position peaked at $672K in Q4 2017. 259 funds tracked by Wall St. Rank hold APAM as of Q1 2023.

  • Oppenheimer Asset Management reported no remaining Artisan Partners position as of Q1 2023 after selling out during the quarter.
  • Oppenheimer Asset Management sold 8,317 Artisan Partners shares in Q1 2023, an estimated $247K.
  • Oppenheimer Asset Management first reported a position in Artisan Partners in Q1 2017 and held it in 24 quarters.
  • Oppenheimer Asset Management's Artisan Partners position peaked at $672K in Q4 2017.
  • 259 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2023.

Based on Oppenheimer Asset Management's 13F filing for Q1 2023, filed 10 May 2023.