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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

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State Street
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Charles Schwab
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WA
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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 $3.91B AUM 34.32% 1-Year Est. Return