Nisa Investment Advisors
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Nisa Investment Advisors’s Artesian Resources ARTNA Stock Holding History

Nisa Investment 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
2025
Q1 		– Sell
-8
Closed -$253 – 2991
2024
Q4 		$253 Sell
8
-756
-99% -$25.9K ﹤0.01% 2915
2024
Q3 		$28.4K Sell
764
-13
-2% -$488 ﹤0.01% 1794
2024
Q2 		$27.3K Buy
777
+8
+1% +$290 ﹤0.01% 1834
2024
Q1 		$28.5K Sell
769
-1,243
-62% -$45.3K ﹤0.01% 1784
2023
Q4 		$83.4K Sell
2,012
-538
-21% -$22.5K ﹤0.01% 1487
2023
Q3 		$107K Sell
2,550
-590
-19% -$27.3K ﹤0.01% 1483
2023
Q2 		$148K Buy
3,140
+540
+21% +$28.4K ﹤0.01% 1401
2023
Q1 		$144K Hold
2,600
– – ﹤0.01% 1383
2022
Q4 		$152K Hold
2,600
– – ﹤0.01% 1425
2022
Q3 		$128K Sell
2,600
-1,400
-35% -$74.4K ﹤0.01% 1403
2022
Q2 		$197K Buy
4,000
+240
+6% +$11.3K ﹤0.01% 1311
2022
Q1 		$183K Buy
+3,760
New +$175K ﹤0.01% 1411
2021
Q4 		– Sell
-4,900
Closed -$187 – 2201
2021
Q3 		$187 Sell
4,900
-50
-1% -$1.92K ﹤0.01% 1429
2021
Q2 		$182 Buy
4,950
+2,900
+141% +$116K ﹤0.01% 1439
2021
Q1 		$81 Hold
2,050
– – ﹤0.01% 1838
2020
Q4 		$76K Sell
2,050
-350
-15% -$13K ﹤0.01% 1853
2020
Q3 		$83K Buy
2,400
+1,600
+200% +$56.6K ﹤0.01% 1599
2020
Q2 		$29K Buy
+800
New +$28.1K ﹤0.01% 1692

Other funds holding ARTNA

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Nisa Investment Advisors's ARTNA Position: Q1 2025 in Review

Nisa Investment Advisors sold out of Artesian Resources (ARTNA) in Q1 2025, closing a stake of 8 shares — an estimated $253 sold.

Nisa Investment Advisors first reported a position in ARTNA in Q2 2020 and held it in 18 quarters. The position peaked at $197K in Q2 2022. 106 funds tracked by Wall St. Rank hold ARTNA as of Q1 2025.

  • Nisa Investment Advisors reported no remaining Artesian Resources position as of Q1 2025 after selling out during the quarter.
  • Nisa Investment Advisors sold 8 Artesian Resources shares in Q1 2025, an estimated $253.
  • Nisa Investment Advisors first reported a position in Artesian Resources in Q2 2020 and held it in 18 quarters.
  • Nisa Investment Advisors's Artesian Resources position peaked at $197K in Q2 2022.
  • 106 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2025.

Based on Nisa Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.