Valeo Financial Advisors’s Artisan Partners APAM Stock Holding History

Valeo Financial Advisors’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	-2,033	Closed	-$106K	–	590
2021 Q1	$106K	Buy	2,033 +869	+75%	+$44.3K	﹤0.01%	595
2020 Q4	$59K	Hold	1,164	–	–	﹤0.01%	713
2020 Q3	$45K	Buy	1,164 +42	+4%	+$1.54K	﹤0.01%	695
2020 Q2	$36K	Hold	1,122	–	–	﹤0.01%	838
2020 Q1	$26K	Hold	1,122	–	–	﹤0.01%	802
2019 Q4	$36K	Hold	1,122	–	–	﹤0.01%	759
2019 Q3	$32K	Hold	1,122	–	–	﹤0.01%	719
2019 Q2	$31K	Hold	1,122	–	–	﹤0.01%	725
2019 Q1	$28K	Hold	1,122	–	–	﹤0.01%	685
2018 Q4	$25K	Hold	1,122	–	–	﹤0.01%	642
2018 Q3	$31K	Hold	1,122	–	–	﹤0.01%	650
2018 Q2	$37K	Hold	1,122	–	–	0.01%	611
2018 Q1	$37K	Hold	1,122	–	–	0.01%	554
2017 Q4	$44K	Hold	1,122	–	–	0.01%	491
2017 Q3	$37K	Buy	+1,122	New	+$34.9K	0.01%	453

Other funds holding APAM

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

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

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

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 Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valeo Financial Advisors's APAM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Artisan Partners (APAM) in Q2 2021, closing a stake of 2,033 shares — an estimated $106K sold.

Valeo Financial Advisors first reported a position in APAM in Q3 2017 and held it in 15 quarters. The position peaked at $106K in Q1 2021. 308 funds tracked by Wall St. Rank hold APAM as of Q2 2021.

Valeo Financial Advisors reported no remaining Artisan Partners position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 2,033 Artisan Partners shares in Q2 2021, an estimated $106K.
Valeo Financial Advisors first reported a position in Artisan Partners in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Artisan Partners position peaked at $106K in Q1 2021.
308 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.