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American Portfolios Advisors’s Artesian Resources ARTNA Stock Holding History

American Portfolios Advisors’s Portfolio ARTNA Stock Details ARTNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-212
Closed -$8.09K – 3513
2021
Q3 		$8.09K Buy
+212
New +$8.15K ﹤0.01% 2664
2020
Q1 		– Sell
-411
Closed -$15.3K – 2781
2019
Q4 		$15.3K Hold
411
– – ﹤0.01% 1836
2019
Q3 		$15.2K Sell
411
-425
-51% -$15.4K ﹤0.01% 1780
2019
Q2 		$31.1K Buy
+836
New +$30.3K ﹤0.01% 1475

Other funds holding ARTNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

American Portfolios Advisors's ARTNA Position: Q4 2021 in Review

American Portfolios Advisors sold out of Artesian Resources (ARTNA) in Q4 2021, closing a stake of 212 shares — an estimated $8.09K sold.

American Portfolios Advisors first reported a position in ARTNA in Q2 2019 and held it in 4 quarters. The position peaked at $31.1K in Q2 2019. 93 funds tracked by Wall St. Rank hold ARTNA as of Q4 2021.

  • American Portfolios Advisors reported no remaining Artesian Resources position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 212 Artesian Resources shares in Q4 2021, an estimated $8.09K.
  • American Portfolios Advisors first reported a position in Artesian Resources in Q2 2019 and held it in 4 quarters.
  • American Portfolios Advisors's Artesian Resources position peaked at $31.1K in Q2 2019.
  • 93 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.