Covestor’s Artesian Resources ARTNA Stock Holding History

Covestor’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	-3	Closed	–	–	2189
2024 Q2	$0	Sell	3 -5	-63%	-$181	﹤0.01%	2221
2024 Q1	$0	Buy	8 +5	+167%	+$182	﹤0.01%	2215
2023 Q4	$0	Buy	+3	New	+$125	﹤0.01%	2121

Other funds holding ARTNA

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Covestor's ARTNA Position: Q3 2024 in Review

Covestor sold out of Artesian Resources (ARTNA) in Q3 2024, closing a stake of 3 shares.

Covestor first reported a position in ARTNA in Q4 2023 and held it in 3 quarters. The position peaked at $0 in Q2 2024. 115 funds tracked by Wall St. Rank hold ARTNA as of Q3 2024.

Covestor reported no remaining Artesian Resources position as of Q3 2024 after selling out during the quarter.
Covestor sold 3 Artesian Resources shares in Q3 2024.
Covestor first reported a position in Artesian Resources in Q4 2023 and held it in 3 quarters.
Covestor's Artesian Resources position peaked at $0 in Q2 2024.
115 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2024.

Based on Covestor's 13F filing for Q3 2024, filed 1 Nov 2024.