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Sowell Financial Services’s Artisan Partners APAM Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-8,041
Closed -$453K – 630
2021
Q1 		$453K Buy
8,041
+2,157
+37% +$110K 0.02% 684
2020
Q4 		$296K Buy
5,884
+2,272
+63% +$103K 0.01% 702
2020
Q3 		$141K Buy
3,612
+2,882
+395% +$106K 0.01% 854
2020
Q2 		$24K Buy
730
+673
+1,181% +$18.7K ﹤0.01% 1402
2020
Q1 		$1K Hold
57
– – ﹤0.01% 2176
2019
Q4 		$2K Hold
57
– – ﹤0.01% 2151
2019
Q3 		$2K Buy
+57
New +$1.59K ﹤0.01% 2031

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's APAM Position: Q2 2021 in Review

Sowell Financial Services sold out of Artisan Partners (APAM) in Q2 2021, closing a stake of 8,041 shares — an estimated $453K sold.

Sowell Financial Services first reported a position in APAM in Q3 2019 and held it in 7 quarters. The position peaked at $453K in Q1 2021. 308 funds tracked by Wall St. Rank hold APAM as of Q2 2021.

  • Sowell Financial Services reported no remaining Artisan Partners position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8,041 Artisan Partners shares in Q2 2021, an estimated $453K.
  • Sowell Financial Services first reported a position in Artisan Partners in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Artisan Partners position peaked at $453K in Q1 2021.
  • 308 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.