ARTISAN INTERNATIONAL VALUE ADVISOR APDKX
EQUITY FUNDS · Open-End Fund · CUSIP 04314H667
2
institutional holders
+0 vs Q3 2024
321
shares reported held*
$15.0kreported value*
0 new
1 added
0 reduced
1 sold out
net sold ≈ $23.5k (-504 shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $46.77.
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1 |
| Q4 2022 | 1 |
| Q1 2023 | 1 |
| Q2 2023 | 1 |
| Q3 2023 | 2 |
| Q4 2023 | 3 |
| Q1 2024 | 1 |
| Q2 2024 | 2 |
| Q3 2024 | 2 |
| Q4 2024 | 2 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 0 | 0 |
| Q2 2023 | 0 | 0 |
| Q3 2023 | 1 | 0 |
| Q4 2023 | 3 | 0 |
| Q1 2024 | 1 | 2 |
| Q2 2024 | 1 | 1 |
| Q3 2024 | 2 | 1 |
| Q4 2024 | 1 | 1 |
Biggest buyers
| TUCKER ASSET MANAGEMENT LLC | Added | +8 |
Biggest sellers
| Eagle Bay Advisors LLC | Sold out | -512 |
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio | 259 $12.1k | Added +8 |
| Anderson Financial Strategies, LLC 0.00% of their portfolio | 62 $2.9k | First filing |