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Arkadios Wealth Advisors’s Artesian Resources ARTNA Stock Holding History

Arkadios Wealth 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
-3,300
Closed -$125K – 652
2021
Q3 		$125K Buy
3,300
+800
+32% +$30.8K 0.02% 629
2021
Q2 		$91K Buy
+2,500
New +$99.7K 0.01% 745

Other funds holding ARTNA

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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

Arkadios Wealth Advisors's ARTNA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Artesian Resources (ARTNA) in Q4 2021, closing a stake of 3,300 shares — an estimated $125K sold.

Arkadios Wealth Advisors first reported a position in ARTNA in Q2 2021 and held it in 2 quarters. The position peaked at $125K in Q3 2021. 93 funds tracked by Wall St. Rank hold ARTNA as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Artesian Resources position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,300 Artesian Resources shares in Q4 2021, an estimated $125K.
  • Arkadios Wealth Advisors first reported a position in Artesian Resources in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Artesian Resources position peaked at $125K in Q3 2021.
  • 93 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.