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Atlas Private Wealth Advisors’s Artesian Resources ARTNA Stock Holding History

Atlas Private 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
2020
Q3 		– Sell
-165
Closed -$6K – 666
2020
Q2 		$6K Buy
+165
New +$5.8K 0.01% 471

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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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Atlas Private Wealth Advisors's ARTNA Position: Q3 2020 in Review

Atlas Private Wealth Advisors sold out of Artesian Resources (ARTNA) in Q3 2020, closing a stake of 165 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in ARTNA in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 88 funds tracked by Wall St. Rank hold ARTNA as of Q3 2020.

  • Atlas Private Wealth Advisors reported no remaining Artesian Resources position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 165 Artesian Resources shares in Q3 2020, an estimated $6K.
  • Atlas Private Wealth Advisors first reported a position in Artesian Resources in Q2 2020 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Artesian Resources position peaked at $6K in Q2 2020.
  • 88 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.