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Sage Advisors’s Artisan Partners APAM Stock Holding History

Sage 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
-94,046
Closed -$3.88M – 26
2024
Q2 		$3.88M Buy
94,046
+1,107
+1% +$47.8K 3.16% 9
2024
Q1 		$4.25M Buy
92,939
+337
+0.4% +$14.5K 3.78% 7
2023
Q4 		$4.09M Buy
+92,602
New +$3.49M 4.06% 7

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 $3.37T AUM 44.26% 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

Sage Advisors's APAM Position: Q3 2024 in Review

Sage Advisors sold out of Artisan Partners (APAM) in Q3 2024, closing a stake of 94,046 shares — an estimated $3.88M sold.

Sage Advisors first reported a position in APAM in Q4 2023 and held it in 3 quarters. The position peaked at $4.25M in Q1 2024. 341 funds tracked by Wall St. Rank hold APAM as of Q3 2024.

  • Sage Advisors reported no remaining Artisan Partners position as of Q3 2024 after selling out during the quarter.
  • Sage Advisors sold 94,046 Artisan Partners shares in Q3 2024, an estimated $3.88M.
  • Sage Advisors first reported a position in Artisan Partners in Q4 2023 and held it in 3 quarters.
  • Sage Advisors's Artisan Partners position peaked at $4.25M in Q1 2024.
  • 341 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2024.

Based on Sage Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.