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 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vident Investment Advisory's APAM Position: Q3 2023 in Review

Vident Investment Advisory sold out of Artisan Partners (APAM) in Q3 2023, closing a stake of 27,425 shares — an estimated $1.08M sold.

Vident Investment Advisory first reported a position in APAM in Q3 2017 and held it in 7 quarters. The position peaked at $3.38M in Q4 2017. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2023.

Vident Investment Advisory reported no remaining Artisan Partners position as of Q3 2023 after selling out during the quarter.
Vident Investment Advisory sold 27,425 Artisan Partners shares in Q3 2023, an estimated $1.08M.
Vident Investment Advisory first reported a position in Artisan Partners in Q3 2017 and held it in 7 quarters.
Vident Investment Advisory's Artisan Partners position peaked at $3.38M in Q4 2017.
300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.