Proficio Capital Partners’s Artisan Partners APAM Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-37	Closed	-$1K	–	220
2019 Q2	$1K	Sell	37 -12	-24%	-$320	﹤0.01%	1671
2019 Q1	$1K	Sell	49 -10	-17%	-$244	﹤0.01%	1467
2018 Q4	$1K	Sell	59 -157	-73%	-$4.19K	﹤0.01%	1082
2018 Q3	$7K	Hold	216	–	–	﹤0.01%	875
2018 Q2	$7K	Hold	216	–	–	﹤0.01%	900
2018 Q1	$7K	Hold	216	–	–	﹤0.01%	913
2017 Q4	$9K	Sell	216 -2	-0.9%	-$74	﹤0.01%	830
2017 Q3	$7K	Hold	218	–	–	﹤0.01%	877
2017 Q2	$7K	Sell	218 -2	-0.9%	-$57	﹤0.01%	876
2017 Q1	$6K	Buy	220 +190	+633%	+$5.45K	﹤0.01%	934
2016 Q4	$1K	Buy	30 +1	+3%	+$29	﹤0.01%	984
2016 Q3	$1K	Buy	+29	New	+$792	﹤0.01%	925

Other funds holding APAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CCP

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Proficio Capital Partners's APAM Position: Q3 2019 in Review

Proficio Capital Partners sold out of Artisan Partners (APAM) in Q3 2019, closing a stake of 37 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in APAM in Q3 2016 and held it in 12 quarters. The position peaked at $9K in Q4 2017. 213 funds tracked by Wall St. Rank hold APAM as of Q3 2019.

Proficio Capital Partners reported no remaining Artisan Partners position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 37 Artisan Partners shares in Q3 2019, an estimated $1K.
Proficio Capital Partners first reported a position in Artisan Partners in Q3 2016 and held it in 12 quarters.
Proficio Capital Partners's Artisan Partners position peaked at $9K in Q4 2017.
213 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.