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CFM Wealth Partners’s Artesian Resources ARTNA Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-400
Closed -$14K – 176
2020
Q2 		$14K Hold
400
– – 0.01% 378
2020
Q1 		$15K Hold
400
– – 0.01% 393
2019
Q4 		$15K Buy
+400
New +$14.8K 0.01% 381

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CAM
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First Manhattan
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State Street
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DRZID
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CFM Wealth Partners's ARTNA Position: Q3 2020 in Review

CFM Wealth Partners sold out of Artesian Resources (ARTNA) in Q3 2020, closing a stake of 400 shares — an estimated $14K sold.

CFM Wealth Partners first reported a position in ARTNA in Q4 2019 and held it in 3 quarters. The position peaked at $15K in Q1 2020. 88 funds tracked by Wall St. Rank hold ARTNA as of Q3 2020.

  • CFM Wealth Partners reported no remaining Artesian Resources position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 400 Artesian Resources shares in Q3 2020, an estimated $14K.
  • CFM Wealth Partners first reported a position in Artesian Resources in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Artesian Resources position peaked at $15K in Q1 2020.
  • 88 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.