Avidian Wealth Enterprises’s Artesian Resources ARTNA Stock Holding History

Avidian Wealth Enterprises’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
2024 Q4	–	Sell	-8,027	Closed	-$298K	–	509
2024 Q3	$298K	Sell	8,027 -519	-6%	-$19.5K	0.01%	400
2024 Q2	$300K	Hold	8,546	–	–	0.01%	391
2024 Q1	$317K	Sell	8,546 -193	-2%	-$7.04K	0.02%	349
2023 Q4	$362K	Hold	8,739	–	–	0.02%	311
2023 Q3	$367K	Hold	8,739	–	–	0.03%	298
2023 Q2	$413K	Buy	8,739 +3,300	+61%	+$173K	0.03%	296
2023 Q1	$301K	Hold	5,439	–	–	0.02%	381
2022 Q4	$319K	Hold	5,439	–	–	0.02%	347
2022 Q3	$262K	Sell	5,439 -3,163	-37%	-$168K	0.02%	346
2022 Q2	$423K	Buy	+8,602	New	+$404K	0.03%	292
2022 Q1	–	Sell	-11,749	Closed	-$544K	–	496
2021 Q4	$544K	Buy	+11,749	New	+$494K	0.03%	282

Other funds holding ARTNA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CAM

Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Avidian Wealth Enterprises's ARTNA Position: Q4 2024 in Review

Avidian Wealth Enterprises sold out of Artesian Resources (ARTNA) in Q4 2024, closing a stake of 8,027 shares — an estimated $298K sold.

Avidian Wealth Enterprises first reported a position in ARTNA in Q4 2021 and held it in 11 quarters. The position peaked at $544K in Q4 2021. 97 funds tracked by Wall St. Rank hold ARTNA as of Q4 2024.

Avidian Wealth Enterprises reported no remaining Artesian Resources position as of Q4 2024 after selling out during the quarter.
Avidian Wealth Enterprises sold 8,027 Artesian Resources shares in Q4 2024, an estimated $298K.
Avidian Wealth Enterprises first reported a position in Artesian Resources in Q4 2021 and held it in 11 quarters.
Avidian Wealth Enterprises's Artesian Resources position peaked at $544K in Q4 2021.
97 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.