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RFP Financial Group’s Artisan Partners APAM Stock Holding History

RFP Financial Group’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
-39
Closed -$1.61K – 149
2024
Q2 		$1.61K Hold
39
– – ﹤0.01% 744
2024
Q1 		$1.78K Sell
39
-26
-40% -$1.12K ﹤0.01% 695
2023
Q4 		$2.87K Hold
65
– – ﹤0.01% 629
2023
Q3 		$2.43K Hold
65
– – ﹤0.01% 623
2023
Q2 		$2.56K Hold
65
– – ﹤0.01% 655
2023
Q1 		$2.08K Hold
65
– – ﹤0.01% 512
2022
Q4 		$1.93K Buy
+65
New +$2K ﹤0.01% 667

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

RFP Financial Group's APAM Position: Q3 2024 in Review

RFP Financial Group sold out of Artisan Partners (APAM) in Q3 2024, closing a stake of 39 shares — an estimated $1.61K sold.

RFP Financial Group first reported a position in APAM in Q4 2022 and held it in 7 quarters. The position peaked at $2.87K in Q4 2023. 341 funds tracked by Wall St. Rank hold APAM as of Q3 2024.

  • RFP Financial Group reported no remaining Artisan Partners position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 39 Artisan Partners shares in Q3 2024, an estimated $1.61K.
  • RFP Financial Group first reported a position in Artisan Partners in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Artisan Partners position peaked at $2.87K in Q4 2023.
  • 341 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.