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Values First Advisors’s Artisan Partners APAM Stock Holding History

Values First 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
2023
Q2 		– Sell
-81
Closed -$2.59K – 179
2023
Q1 		$2.59K Buy
+81
New +$2.72K ﹤0.01% 296

Other funds holding APAM

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Values First Advisors's APAM Position: Q2 2023 in Review

Values First Advisors sold out of Artisan Partners (APAM) in Q2 2023, closing a stake of 81 shares — an estimated $2.59K sold.

Values First Advisors first reported a position in APAM in Q1 2023 and held it in 1 quarter. The position peaked at $2.59K in Q1 2023. 280 funds tracked by Wall St. Rank hold APAM as of Q2 2023.

  • Values First Advisors reported no remaining Artisan Partners position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 81 Artisan Partners shares in Q2 2023, an estimated $2.59K.
  • Values First Advisors first reported a position in Artisan Partners in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Artisan Partners position peaked at $2.59K in Q1 2023.
  • 280 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.