Cetera Investment Advisers
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Cetera Investment Advisers’s Artesian Resources ARTNA Stock Holding History

Cetera Investment Advisers’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
2023
Q2 		– Sell
-3,625
Closed -$201K – 2200
2023
Q1 		$201K Hold
3,625
– – ﹤0.01% 1952
2022
Q4 		$212K Buy
+3,625
New +$191K ﹤0.01% 1872

Other funds holding ARTNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Investment Advisers's ARTNA Position: Q2 2023 in Review

Cetera Investment Advisers sold out of Artesian Resources (ARTNA) in Q2 2023, closing a stake of 3,625 shares — an estimated $201K sold.

Cetera Investment Advisers first reported a position in ARTNA in Q4 2022 and held it in 2 quarters. The position peaked at $212K in Q4 2022. 109 funds tracked by Wall St. Rank hold ARTNA as of Q2 2023.

  • Cetera Investment Advisers reported no remaining Artesian Resources position as of Q2 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 3,625 Artesian Resources shares in Q2 2023, an estimated $201K.
  • Cetera Investment Advisers first reported a position in Artesian Resources in Q4 2022 and held it in 2 quarters.
  • Cetera Investment Advisers's Artesian Resources position peaked at $212K in Q4 2022.
  • 109 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2023.

Based on Cetera Investment Advisers's 13F filing for Q2 2023, filed 10 Aug 2023.