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Summit Securities Group’s Artisan Partners APAM Stock Holding History

Summit Securities 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
2024
Q4 		– Sell
-1
Closed – – 625
2024
Q3 		$0 Buy
+1
New +$41 ﹤0.01% 558
2022
Q2 		– Sell
-100
Closed -$4K – 940
2022
Q1 		$4K Buy
+100
New +$4.06K ﹤0.01% 989
2015
Q2 		– Sell
-150
Closed -$7K – 455
2015
Q1 		$7K Buy
+150
New +$7.1K 0.01% 296

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Summit Securities Group's APAM Position: Q4 2024 in Review

Summit Securities Group sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in APAM in Q1 2015 and held it in 3 quarters. The position peaked at $7K in Q1 2015. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

  • Summit Securities Group reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 Artisan Partners share in Q4 2024.
  • Summit Securities Group first reported a position in Artisan Partners in Q1 2015 and held it in 3 quarters.
  • Summit Securities Group's Artisan Partners position peaked at $7K in Q1 2015.
  • 358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.