Carson Wealth (CWM LLC)
ARTNA icon

Carson Wealth (CWM LLC)’s Artesian Resources ARTNA Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-73
Closed -$3K – 4808
2024
Q2 		$3K Buy
73
+59
+421% +$2.14K ﹤0.01% 4031
2024
Q1 		$1K Sell
14
-114
-89% -$4.16K ﹤0.01% 4066
2023
Q4 		$5K Buy
+128
New +$5.35K ﹤0.01% 3481
2023
Q3 		– Sell
-8
Closed – – 4165
2023
Q2 		$0 Hold
8
– – ﹤0.01% 4161
2023
Q1 		$0 Hold
8
– – ﹤0.01% 4030
2022
Q4 		$0 Hold
8
– – ﹤0.01% 3957
2022
Q3 		$0 Buy
+8
New +$425 ﹤0.01% 3891

Other funds holding ARTNA

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ARTNA Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Artesian Resources (ARTNA) in Q3 2024, closing a stake of 73 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in ARTNA in Q3 2022 and held it in 7 quarters. The position peaked at $5K in Q4 2023. 115 funds tracked by Wall St. Rank hold ARTNA as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Artesian Resources position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 73 Artesian Resources shares in Q3 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Artesian Resources in Q3 2022 and held it in 7 quarters.
  • Carson Wealth (CWM LLC)'s Artesian Resources position peaked at $5K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.