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Steward Financial Group’s Artisan Partners APAM Stock Holding History

Steward 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
2023
Q3 		$1K Buy
+39
New +$1.51K ﹤0.01% 1087
2023
Q2 		– Sell
-49
Closed -$1K – 454
2023
Q1 		$1K Buy
49
+30
+158% +$1.01K ﹤0.01% 566
2022
Q4 		$0 Buy
+19
New +$584 ﹤0.01% 538
2022
Q3 		– Sell
-33
Closed -$1K – 127
2022
Q2 		$1K Buy
+33
New +$1.2K ﹤0.01% 652

Other funds holding APAM

BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's APAM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Artisan Partners (APAM) in Q3 2023: 39 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in APAM as recently as Q1 2023.

Steward Financial Group first reported a position in APAM in Q2 2022 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2023.

  • Steward Financial Group held 39 shares of Artisan Partners worth $1K as of Q3 2023.
  • Artisan Partners was a new Steward Financial Group position in Q3 2023.
  • Artisan Partners made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1087 holding.
  • Steward Financial Group first reported a position in Artisan Partners in Q2 2022 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.