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Catalyst Funds Management’s Artesian Resources ARTNA Stock Holding History

Catalyst Funds 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
Q4 		– Sell
-1,600
Closed -$59.5K – 379
2024
Q3 		$59.5K Hold
1,600
– – 0.01% 717
2024
Q2 		$56.3K Buy
+1,600
New +$57.9K 0.02% 395

Other funds holding ARTNA

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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

Catalyst Funds Management's ARTNA Position: Q4 2024 in Review

Catalyst Funds Management sold out of Artesian Resources (ARTNA) in Q4 2024, closing a stake of 1,600 shares — an estimated $59.5K sold.

Catalyst Funds Management first reported a position in ARTNA in Q2 2024 and held it in 2 quarters. The position peaked at $59.5K in Q3 2024. 97 funds tracked by Wall St. Rank hold ARTNA as of Q4 2024.

  • Catalyst Funds Management reported no remaining Artesian Resources position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 1,600 Artesian Resources shares in Q4 2024, an estimated $59.5K.
  • Catalyst Funds Management first reported a position in Artesian Resources in Q2 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Artesian Resources position peaked at $59.5K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.