SPC
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Sigma Planning Corp’s Artisan Partners APAM Stock Holding History

Sigma Planning Corp’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
2025
Q1 		– Sell
-4,694
Closed -$202K – 1209
2024
Q4 		$202K Buy
+4,694
New +$214K 0.01% 1092
2024
Q2 		– Sell
-5,075
Closed -$232K – 1195
2024
Q1 		$232K Sell
5,075
-16,295
-76% -$700K 0.01% 1069
2023
Q4 		$944K Sell
21,370
-18,909
-47% -$713K 0.07% 281
2023
Q3 		$1.51M Sell
40,279
-2,410
-6% -$93.4K 0.06% 337
2023
Q2 		$1.68M Buy
42,689
+1,886
+5% +$65.1K 0.06% 317
2023
Q1 		$1.3M Buy
40,803
+903
+2% +$30.3K 0.04% 413
2022
Q4 		$1.19M Buy
39,900
+2,735
+7% +$84K 0.04% 421
2022
Q3 		$1M Buy
37,165
+555
+2% +$19.5K 0.04% 458
2022
Q2 		$1.3M Buy
36,610
+740
+2% +$26.9K 0.05% 377
2022
Q1 		$1.41M Buy
35,870
+10,835
+43% +$440K 0.04% 414
2021
Q4 		$1.19M Buy
25,035
+6,118
+32% +$294K 0.03% 476
2021
Q3 		$925K Buy
18,917
+74
+0.4% +$3.73K 0.03% 568
2021
Q2 		$958K Buy
18,843
+4,723
+33% +$248K 0.03% 568
2021
Q1 		$737K Buy
14,120
+4,613
+49% +$235K 0.02% 608
2020
Q4 		$479K Buy
9,507
+3,944
+71% +$179K 0.02% 713
2020
Q3 		$217K Buy
+5,563
New +$204K 0.01% 923

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return