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Realta Investment Advisors’s Artisan Partners APAM Stock Holding History

Realta Investment 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
Q1 		– Sell
-543
Closed -$16K – 352
2019
Q4 		$16K Buy
543
+200
+58% +$5.78K ﹤0.01% 984
2019
Q3 		$9K Hold
343
– – ﹤0.01% 1128
2019
Q2 		$9K Buy
343
+193
+129% +$5.14K ﹤0.01% 1161
2019
Q1 		$4K Buy
+150
New +$3.67K ﹤0.01% 1098

Other funds holding APAM

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Realta Investment Advisors's APAM Position: Q1 2020 in Review

Realta Investment Advisors sold out of Artisan Partners (APAM) in Q1 2020, closing a stake of 543 shares — an estimated $16K sold.

Realta Investment Advisors first reported a position in APAM in Q1 2019 and held it in 4 quarters. The position peaked at $16K in Q4 2019. 224 funds tracked by Wall St. Rank hold APAM as of Q1 2020.

  • Realta Investment Advisors reported no remaining Artisan Partners position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 543 Artisan Partners shares in Q1 2020, an estimated $16K.
  • Realta Investment Advisors first reported a position in Artisan Partners in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Artisan Partners position peaked at $16K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.