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Lindbrook Capital’s Artesian Resources ARTNA Stock Holding History

Lindbrook Capital’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 		– Sell
-50
Closed -$1.86K – 2784
2024
Q3 		$1.86K Sell
50
-73
-59% -$2.74K ﹤0.01% 2368
2024
Q2 		$4.33K Sell
123
-125
-50% -$4.53K ﹤0.01% 2067
2024
Q1 		$9.2K Buy
248
+222
+854% +$8.09K ﹤0.01% 1620
2023
Q4 		$1.08K Buy
+26
New +$1.09K ﹤0.01% 2449
2023
Q3 		– Sell
-12
Closed -$554 – 2690
2023
Q2 		$567 Buy
+12
New +$631 ﹤0.01% 2484

Other funds holding ARTNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $333M AUM 25.99% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Lindbrook Capital's ARTNA Position: Q4 2024 in Review

Lindbrook Capital sold out of Artesian Resources (ARTNA) in Q4 2024, closing a stake of 50 shares — an estimated $1.86K sold.

Lindbrook Capital first reported a position in ARTNA in Q2 2023 and held it in 5 quarters. The position peaked at $9.2K in Q1 2024. 97 funds tracked by Wall St. Rank hold ARTNA as of Q4 2024.

  • Lindbrook Capital reported no remaining Artesian Resources position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 50 Artesian Resources shares in Q4 2024, an estimated $1.86K.
  • Lindbrook Capital first reported a position in Artesian Resources in Q2 2023 and held it in 5 quarters.
  • Lindbrook Capital's Artesian Resources position peaked at $9.2K in Q1 2024.
  • 97 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.