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Raleigh Capital Management’s Artisan Partners APAM Stock Holding History

Raleigh Capital Management’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
2024
Q1 		– Sell
-252
Closed -$11.1K – 979
2023
Q4 		$11.1K Buy
252
+18
+8% +$679 0.01% 565
2023
Q3 		$8.75K Buy
234
+20
+9% +$775 ﹤0.01% 570
2023
Q2 		$8.43K Buy
214
+85
+66% +$2.94K ﹤0.01% 530
2023
Q1 		$4.13K Buy
+129
New +$4.33K ﹤0.01% 644
2022
Q4 		– Sell
-200
Closed -$5K – 772
2022
Q3 		$5K Hold
200
– – ﹤0.01% 472
2022
Q2 		$7K Hold
200
– – ﹤0.01% 394
2022
Q1 		$8K Buy
+200
New +$8.13K ﹤0.01% 402

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Raleigh Capital Management's APAM Position: Q1 2024 in Review

Raleigh Capital Management sold out of Artisan Partners (APAM) in Q1 2024, closing a stake of 252 shares — an estimated $11.1K sold.

Raleigh Capital Management first reported a position in APAM in Q1 2022 and held it in 7 quarters. The position peaked at $11.1K in Q4 2023. 331 funds tracked by Wall St. Rank hold APAM as of Q1 2024.

  • Raleigh Capital Management reported no remaining Artisan Partners position as of Q1 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 252 Artisan Partners shares in Q1 2024, an estimated $11.1K.
  • Raleigh Capital Management first reported a position in Artisan Partners in Q1 2022 and held it in 7 quarters.
  • Raleigh Capital Management's Artisan Partners position peaked at $11.1K in Q4 2023.
  • 331 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.