Bison Wealth’s Artesian Resources ARTNA Stock Holding History

Bison Wealth’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
2022 Q1	–	Sell	-13,368	Closed	-$13K	–	368
2021 Q4	$13K	Hold	13,368	–	–	0.01%	301
2021 Q3	$13K	Hold	13,368	–	–	0.01%	401
2021 Q2	$13K	Hold	13,368	–	–	0.01%	390
2021 Q1	$13K	Buy	+13,368	New	+$522K	0.01%	397

Other funds holding ARTNA

BlackRock New York $5.72T AUM 30.48% 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

CAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bison Wealth's ARTNA Position: Q1 2022 in Review

Bison Wealth sold out of Artesian Resources (ARTNA) in Q1 2022, closing a stake of 13,368 shares — an estimated $13K sold.

Bison Wealth first reported a position in ARTNA in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q4 2021. 97 funds tracked by Wall St. Rank hold ARTNA as of Q1 2022.

Bison Wealth reported no remaining Artesian Resources position as of Q1 2022 after selling out during the quarter.
Bison Wealth sold 13,368 Artesian Resources shares in Q1 2022, an estimated $13K.
Bison Wealth first reported a position in Artesian Resources in Q1 2021 and held it in 4 quarters.
Bison Wealth's Artesian Resources position peaked at $13K in Q4 2021.
97 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.