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Coppell Advisory Solutions’s Artesian Resources ARTNA Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-110
Closed -$3.49K – 1738
2023
Q3 		$3.49K Buy
110
+88
+400% +$4.07K ﹤0.01% 778
2023
Q2 		$780 Buy
+22
New +$1.16K ﹤0.01% 1180
2023
Q1 		– Sell
-38
Closed -$1.21K – 256
2022
Q4 		$1.21K Buy
+38
New +$2K ﹤0.01% 922

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Coppell Advisory Solutions's ARTNA Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Artesian Resources (ARTNA) in Q4 2023, closing a stake of 110 shares — an estimated $3.49K sold.

Coppell Advisory Solutions first reported a position in ARTNA in Q4 2022 and held it in 3 quarters. The position peaked at $3.49K in Q3 2023. 111 funds tracked by Wall St. Rank hold ARTNA as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Artesian Resources position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 110 Artesian Resources shares in Q4 2023, an estimated $3.49K.
  • Coppell Advisory Solutions first reported a position in Artesian Resources in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Artesian Resources position peaked at $3.49K in Q3 2023.
  • 111 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.