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Prospera Financial Services’s Artisan Partners APAM Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-175
Closed -$6K – 870
2022
Q2 		$6K Hold
175
– – ﹤0.01% 1426
2022
Q1 		$7K Buy
+175
New +$7.11K ﹤0.01% 2151
2020
Q4 		– Sell
-75
Closed -$3K – 720
2020
Q3 		$3K Buy
+75
New +$2.75K ﹤0.01% 1365

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prospera Financial Services's APAM Position: Q3 2022 in Review

Prospera Financial Services sold out of Artisan Partners (APAM) in Q3 2022, closing a stake of 175 shares — an estimated $6K sold.

Prospera Financial Services first reported a position in APAM in Q3 2020 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

  • Prospera Financial Services reported no remaining Artisan Partners position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 175 Artisan Partners shares in Q3 2022, an estimated $6K.
  • Prospera Financial Services first reported a position in Artisan Partners in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Artisan Partners position peaked at $7K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.