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Avior Wealth Management’s Artesian Resources ARTNA Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-2
Closed -$74 – 2354
2024
Q1 		$74 Buy
+2
New +$73 ﹤0.01% 3315

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Avior Wealth Management's ARTNA Position: Q2 2024 in Review

Avior Wealth Management sold out of Artesian Resources (ARTNA) in Q2 2024, closing a stake of 2 shares — an estimated $74 sold.

Avior Wealth Management first reported a position in ARTNA in Q1 2024 and held it in 1 quarter. The position peaked at $74 in Q1 2024. 129 funds tracked by Wall St. Rank hold ARTNA as of Q2 2024.

  • Avior Wealth Management reported no remaining Artesian Resources position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Artesian Resources shares in Q2 2024, an estimated $74.
  • Avior Wealth Management first reported a position in Artesian Resources in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Artesian Resources position peaked at $74 in Q1 2024.
  • 129 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.