IFP Advisors’s Artesian Resources ARTNA Stock Holding History

IFP Advisors’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	–	Hold	0	–	–	–	4184
2023 Q1	–	Sell	-100	Closed	-$4K	–	3409
2022 Q4	$4K	Sell	100 -100	-50%	-$5.26K	﹤0.01%	3851
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	3749
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	3506
2022 Q1	$8K	Buy	+200	New	+$9.33K	﹤0.01%	3506
2019 Q4	–	Sell	-800	Closed	-$30K	–	2837
2019 Q3	$30K	Buy	+800	New	+$28.9K	﹤0.01%	1584
2019 Q1	$26K	Hold	700	–	–	﹤0.01%	1218
2018 Q4	$24K	Hold	700	–	–	﹤0.01%	2010
2018 Q3	$26K	Hold	700	–	–	﹤0.01%	2305
2018 Q2	$27K	Hold	700	–	–	﹤0.01%	2284
2018 Q1	$27K	Hold	700	–	–	﹤0.01%	2195
2017 Q4	$27K	Sell	700 -5,450	-89%	-$218K	﹤0.01%	2223
2017 Q3	$232K	Hold	6,150	–	–	0.01%	1057
2017 Q2	$231K	Hold	6,150	–	–	0.01%	1039
2017 Q1	$200K	Hold	6,150	–	–	0.01%	1114
2016 Q4	$196K	Buy	6,150 +100	+2%	+$3.01K	0.01%	1064
2016 Q3	$173K	Hold	6,050	–	–	0.01%	1067
2016 Q2	$205K	Buy	6,050 +5,350	+764%	+$154K	0.01%	956
2016 Q1	$26K	Sell	700 -4,300	-86%	-$120K	﹤0.01%	1218
2015 Q4	$138K	Buy	+5,000	New	+$128K	0.01%	1005

Other funds holding ARTNA

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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 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

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

IFP Advisors's ARTNA Position: Q4 2024 in Review

IFP Advisors held its Artesian Resources (ARTNA) position steady in Q4 2024 at 0 shares worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #4184.

IFP Advisors first reported a position in ARTNA in Q4 2015 and has held it in 19 quarters since. The position peaked at $232K in Q3 2017. 97 funds tracked by Wall St. Rank hold ARTNA as of Q4 2024.

IFP Advisors held 0 shares of Artesian Resources worth $63 as of Q4 2024.
IFP Advisors left its Artesian Resources share count unchanged in Q4 2024.
Artesian Resources made up ﹤0.01% of IFP Advisors's portfolio in Q4 2024, its #4184 holding.
IFP Advisors first reported a position in Artesian Resources in Q4 2015 and has held it in 19 quarters since.
IFP Advisors's Artesian Resources position peaked at $232K in Q3 2017.
97 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.