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Procyon Advisors’s Artisan Partners APAM Stock Holding History

Procyon 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
2020
Q3 		– Sell
-165
Closed -$5K – 260
2020
Q2 		$5K Buy
165
+54
+49% +$1.5K ﹤0.01% 780
2020
Q1 		$2K Sell
111
-82
-42% -$2.46K ﹤0.01% 834
2019
Q4 		$6K Buy
+193
New +$5.57K ﹤0.01% 758

Other funds holding APAM

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Procyon Advisors's APAM Position: Q3 2020 in Review

Procyon Advisors sold out of Artisan Partners (APAM) in Q3 2020, closing a stake of 165 shares — an estimated $5K sold.

Procyon Advisors first reported a position in APAM in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 254 funds tracked by Wall St. Rank hold APAM as of Q3 2020.

  • Procyon Advisors reported no remaining Artisan Partners position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 165 Artisan Partners shares in Q3 2020, an estimated $5K.
  • Procyon Advisors first reported a position in Artisan Partners in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's Artisan Partners position peaked at $6K in Q4 2019.
  • 254 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.