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 $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Optimum Investment Advisors's APAM Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Artisan Partners (APAM) in Q1 2022, closing a stake of 500 shares — an estimated $24K sold.

Optimum Investment Advisors first reported a position in APAM in Q1 2018 and held it in 16 quarters. The position peaked at $76K in Q1 2018. 271 funds tracked by Wall St. Rank hold APAM as of Q1 2022.

Optimum Investment Advisors reported no remaining Artisan Partners position as of Q1 2022 after selling out during the quarter.
Optimum Investment Advisors sold 500 Artisan Partners shares in Q1 2022, an estimated $24K.
Optimum Investment Advisors first reported a position in Artisan Partners in Q1 2018 and held it in 16 quarters.
Optimum Investment Advisors's Artisan Partners position peaked at $76K in Q1 2018.
271 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.