WAM
APAM icon

Wakefield Asset Management’s Artisan Partners APAM Stock Holding History

Wakefield Asset Management’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
2019
Q4 		– Sell
-19,995
Closed -$565K – 163
2019
Q3 		$565K Buy
19,995
+401
+2% +$11.2K 0.25% 93
2019
Q2 		$539K Buy
+19,594
New +$522K 0.21% 102

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wakefield Asset Management's APAM Position: Q4 2019 in Review

Wakefield Asset Management sold out of Artisan Partners (APAM) in Q4 2019, closing a stake of 19,995 shares — an estimated $565K sold.

Wakefield Asset Management first reported a position in APAM in Q2 2019 and held it in 2 quarters. The position peaked at $565K in Q3 2019. 216 funds tracked by Wall St. Rank hold APAM as of Q4 2019.

  • Wakefield Asset Management reported no remaining Artisan Partners position as of Q4 2019 after selling out during the quarter.
  • Wakefield Asset Management sold 19,995 Artisan Partners shares in Q4 2019, an estimated $565K.
  • Wakefield Asset Management first reported a position in Artisan Partners in Q2 2019 and held it in 2 quarters.
  • Wakefield Asset Management's Artisan Partners position peaked at $565K in Q3 2019.
  • 216 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2019.

Based on Wakefield Asset Management's 13F filing for Q4 2019, filed 27 Jan 2020.