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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 – 1208
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 $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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sigma Planning Corp's APAM Position: Q1 2025 in Review

Sigma Planning Corp sold out of Artisan Partners (APAM) in Q1 2025, closing a stake of 4,694 shares — an estimated $202K sold.

Sigma Planning Corp first reported a position in APAM in Q3 2020 and held it in 16 quarters. The position peaked at $1.68M in Q2 2023. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

  • Sigma Planning Corp reported no remaining Artisan Partners position as of Q1 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 4,694 Artisan Partners shares in Q1 2025, an estimated $202K.
  • Sigma Planning Corp first reported a position in Artisan Partners in Q3 2020 and held it in 16 quarters.
  • Sigma Planning Corp's Artisan Partners position peaked at $1.68M in Q2 2023.
  • 359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.