TD Asset Management’s Artisan Partners APAM Stock Holding History

TD Asset Management’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	-23,100	Closed	-$997K	–	1261
2024 Q3	$997K	Buy	23,100 +1,100	+5%	+$45.4K	﹤0.01%	1186
2024 Q2	$908K	Buy	+22,000	New	+$949K	﹤0.01%	1180
2023 Q1	–	Sell	-752,431	Closed	-$22.3M	–	1428
2022 Q4	$22.3M	Buy	752,431 +37,553	+5%	+$1.15M	0.03%	412
2022 Q3	$19.9M	Sell	714,878 -6,061	-0.8%	-$213K	0.02%	414
2022 Q2	$25.6M	Hold	720,939	–	–	0.03%	375
2022 Q1	$28.4M	Buy	720,939 +47,287	+7%	+$1.92M	0.03%	403
2021 Q4	$32.1M	Sell	673,652 -10,877	-2%	-$522K	0.03%	398
2021 Q3	$33.5M	Hold	684,529	–	–	0.03%	365
2021 Q2	$32.9M	Buy	684,529 +573,597	+517%	+$30.1M	0.03%	373
2021 Q1	$5.79M	Buy	+110,932	New	+$5.66M	0.01%	780

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TD Asset Management's APAM Position: Q4 2024 in Review

TD Asset Management sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 23,100 shares — an estimated $997K sold.

TD Asset Management first reported a position in APAM in Q1 2021 and held it in 10 quarters. The position peaked at $33.5M in Q3 2021. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

TD Asset Management reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
TD Asset Management sold 23,100 Artisan Partners shares in Q4 2024, an estimated $997K.
TD Asset Management first reported a position in Artisan Partners in Q1 2021 and held it in 10 quarters.
TD Asset Management's Artisan Partners position peaked at $33.5M in Q3 2021.
358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on TD Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.