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 $5.7T AUM 30.48% 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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return