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Millington Financial Advisors’s Artesian Resources ARTNA Stock Holding History

Millington 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
Q3 		– Sell
-19,891
Closed -$939K – 76
2023
Q2 		$939K Buy
19,891
+109
+0.6% +$5.73K 0.84% 37
2023
Q1 		$1.1M Buy
19,782
+201
+1% +$11.5K 1.01% 34
2022
Q4 		$1.15M Buy
+19,581
New +$1.03M 1.12% 30

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return

Millington Financial Advisors's ARTNA Position: Q3 2023 in Review

Millington Financial Advisors sold out of Artesian Resources (ARTNA) in Q3 2023, closing a stake of 19,891 shares — an estimated $939K sold.

Millington Financial Advisors first reported a position in ARTNA in Q4 2022 and held it in 3 quarters. The position peaked at $1.15M in Q4 2022. 106 funds tracked by Wall St. Rank hold ARTNA as of Q3 2023.

  • Millington Financial Advisors reported no remaining Artesian Resources position as of Q3 2023 after selling out during the quarter.
  • Millington Financial Advisors sold 19,891 Artesian Resources shares in Q3 2023, an estimated $939K.
  • Millington Financial Advisors first reported a position in Artesian Resources in Q4 2022 and held it in 3 quarters.
  • Millington Financial Advisors's Artesian Resources position peaked at $1.15M in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2023.

Based on Millington Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.