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Pinnacle Wealth Planning Services’s Artesian Resources ARTNA Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-1,195
Closed -$45K – 458
2020
Q4 		$45K Buy
+1,195
New +$44.4K 0.01% 842

Other funds holding ARTNA

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Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Pinnacle Wealth Planning Services's ARTNA Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Artesian Resources (ARTNA) in Q1 2021, closing a stake of 1,195 shares — an estimated $45K sold.

Pinnacle Wealth Planning Services first reported a position in ARTNA in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 90 funds tracked by Wall St. Rank hold ARTNA as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Artesian Resources position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,195 Artesian Resources shares in Q1 2021, an estimated $45K.
  • Pinnacle Wealth Planning Services first reported a position in Artesian Resources in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Artesian Resources position peaked at $45K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.