RJFSA
APAM icon

Raymond James Financial Services Advisors’s Artisan Partners APAM Stock Holding History

Raymond James Financial Services 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
2024
Q3 		– Sell
-5,219
Closed -$215K – 3446
2024
Q2 		$215K Sell
5,219
-4,868
-48% -$210K ﹤0.01% 3074
2024
Q1 		$462K Buy
10,087
+5,504
+120% +$236K ﹤0.01% 2578
2023
Q4 		$202K Sell
4,583
-1,678
-27% -$63.3K ﹤0.01% 2987
2023
Q3 		$234K Buy
6,261
+597
+11% +$23.1K ﹤0.01% 2825
2023
Q2 		$223K Sell
5,664
-22,911
-80% -$791K ﹤0.01% 2860
2023
Q1 		$914K Buy
28,575
+17,066
+148% +$572K ﹤0.01% 1960
2022
Q4 		$342K Sell
11,509
-11,848
-51% -$364K ﹤0.01% 2504
2022
Q3 		$629K Sell
23,357
-5,097
-18% -$179K ﹤0.01% 2112
2022
Q2 		$1.01M Buy
28,454
+739
+3% +$26.9K ﹤0.01% 1820
2022
Q1 		$1.09M Buy
27,715
+5,731
+26% +$233K ﹤0.01% 1883
2021
Q4 		$1.05M Buy
21,984
+5,208
+31% +$250K ﹤0.01% 1959
2021
Q3 		$821K Buy
16,776
+4,654
+38% +$235K ﹤0.01% 2087
2021
Q2 		$616K Buy
12,122
+3,600
+42% +$189K ﹤0.01% 2246
2021
Q1 		$445K Buy
8,522
+3,998
+88% +$204K ﹤0.01% 2367
2020
Q4 		$228K Buy
+4,524
New +$206K ﹤0.01% 2618
2018
Q4 		– Sell
-6,326
Closed -$205K – 2575
2018
Q3 		$205K Sell
6,326
-397
-6% -$12.9K ﹤0.01% 2521
2018
Q2 		$203K Buy
+6,723
New +$218K ﹤0.01% 2472

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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Raymond James Financial Services Advisors's APAM Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of Artisan Partners (APAM) in Q3 2024, closing a stake of 5,219 shares — an estimated $215K sold.

Raymond James Financial Services Advisors first reported a position in APAM in Q2 2018 and held it in 17 quarters. The position peaked at $1.09M in Q1 2022. 342 funds tracked by Wall St. Rank hold APAM as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining Artisan Partners position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 5,219 Artisan Partners shares in Q3 2024, an estimated $215K.
  • Raymond James Financial Services Advisors first reported a position in Artisan Partners in Q2 2018 and held it in 17 quarters.
  • Raymond James Financial Services Advisors's Artisan Partners position peaked at $1.09M in Q1 2022.
  • 342 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.