LFA
ARTNA icon

LGT Financial Advisors’s Artesian Resources ARTNA Stock Holding History

LGT Financial 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
2023
Q4 		– Sell
-5
Closed -$210 – 852
2023
Q3 		$210 Buy
+5
New +$231 ﹤0.01% 920

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

LGT Financial Advisors's ARTNA Position: Q4 2023 in Review

LGT Financial Advisors sold out of Artesian Resources (ARTNA) in Q4 2023, closing a stake of 5 shares — an estimated $210 sold.

LGT Financial Advisors first reported a position in ARTNA in Q3 2023 and held it in 1 quarter. The position peaked at $210 in Q3 2023. 111 funds tracked by Wall St. Rank hold ARTNA as of Q4 2023.

  • LGT Financial Advisors reported no remaining Artesian Resources position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 5 Artesian Resources shares in Q4 2023, an estimated $210.
  • LGT Financial Advisors first reported a position in Artesian Resources in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Artesian Resources position peaked at $210 in Q3 2023.
  • 111 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.