VIA
APAM icon

Vident Investment Advisory’s Artisan Partners APAM Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-27,425
Closed -$1.08M – 72
2023
Q2 		$1.08M Buy
+27,425
New +$947K 0.04% 465
2019
Q1 		– Sell
-28,801
Closed -$637K – 705
2018
Q4 		$637K Sell
28,801
-35,523
-55% -$948K 0.04% 518
2018
Q3 		$2.08M Sell
64,324
-43,384
-40% -$1.41M 0.08% 319
2018
Q2 		$3.25M Buy
107,708
+18,004
+20% +$584K 0.13% 207
2018
Q1 		$2.95M Buy
89,704
+4,099
+5% +$148K 0.12% 249
2017
Q4 		$3.38M Buy
85,605
+6,723
+9% +$249K 0.15% 147
2017
Q3 		$2.57M Buy
+78,882
New +$2.45M 0.14% 216

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return