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Blue Trust Inc’s Artesian Resources ARTNA Stock Holding History

Blue Trust Inc’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
-159
Closed -$5.59K – 2466
2024
Q3 		$5.59K Hold
159
– – ﹤0.01% 2368
2024
Q2 		$5.9K Hold
159
– – ﹤0.01% 2136
2024
Q1 		$5.9K Hold
159
– – ﹤0.01% 1592
2023
Q4 		$7K Hold
159
– – ﹤0.01% 1695
2023
Q3 		$8K Hold
159
– – ﹤0.01% 1460
2023
Q2 		$9K Hold
159
– – ﹤0.01% 1324
2023
Q1 		$9K Hold
159
– – ﹤0.01% 1619
2022
Q4 		$8K Hold
159
– – ﹤0.01% 1578
2022
Q3 		$8K Hold
159
– – ﹤0.01% 1404
2022
Q2 		$8K Buy
+159
New +$7.47K ﹤0.01% 1260

Other funds holding ARTNA

BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
UBS Group
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
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
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Blue Trust Inc's ARTNA Position: Q4 2024 in Review

Blue Trust Inc sold out of Artesian Resources (ARTNA) in Q4 2024, closing a stake of 159 shares — an estimated $5.59K sold.

Blue Trust Inc first reported a position in ARTNA in Q2 2022 and held it in 10 quarters. The position peaked at $9K in Q2 2023. 97 funds tracked by Wall St. Rank hold ARTNA as of Q4 2024.

  • Blue Trust Inc reported no remaining Artesian Resources position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 159 Artesian Resources shares in Q4 2024, an estimated $5.59K.
  • Blue Trust Inc first reported a position in Artesian Resources in Q2 2022 and held it in 10 quarters.
  • Blue Trust Inc's Artesian Resources position peaked at $9K in Q2 2023.
  • 97 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.