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OIA
Optimum Investment Advisors’s
Artisan Partners
APAM
Stock Holding History
Optimum Investment Advisors’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
2022
Q1
–
Sell
-500
Closed
-$24K
–
829
2021
Q4
$24K
Hold
500
–
–
0.01%
569
2021
Q3
$24K
Sell
500
-500
-50%
-$25.2K
0.01%
568
2021
Q2
$51K
Hold
1,000
–
–
0.02%
504
2021
Q1
$52K
Hold
1,000
–
–
0.02%
495
2020
Q4
$50K
Buy
1,000
+500
+100%
+$22.7K
0.02%
480
2020
Q3
$19K
Hold
500
–
–
0.01%
613
2020
Q2
$16K
Hold
500
–
–
0.01%
635
2020
Q1
$11K
Hold
500
–
–
﹤0.01%
663
2019
Q4
$16K
Hold
500
–
–
﹤0.01%
703
2019
Q3
$14K
Sell
500
-1,200
-71%
-$33.6K
﹤0.01%
729
2019
Q2
$47K
Hold
1,700
–
–
0.02%
514
2019
Q1
$43K
Hold
1,700
–
–
0.01%
536
2018
Q4
$38K
Sell
1,700
-500
-23%
-$13.3K
0.01%
506
2018
Q3
$71K
Hold
2,200
–
–
0.02%
459
2018
Q2
$66K
Sell
2,200
-91
-4%
-$2.95K
0.02%
472
2018
Q1
$76K
Buy
+2,291
New
+$82.7K
0.02%
449
Other funds holding APAM
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
CCP
Clarkston Capital Partners
Rochester, Michigan
$1.31B AUM
3.79%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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