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Private Advisor Group’s Artesian Resources ARTNA Stock Holding History

Private Advisor Group’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
-19,238
Closed -$715K – 2288
2024
Q3 		$715K Buy
19,238
+187
+1% +$7.01K ﹤0.01% 1426
2024
Q2 		$670K Buy
19,051
+10,861
+133% +$393K ﹤0.01% 1417
2024
Q1 		$304K Buy
+8,190
New +$299K ﹤0.01% 1822

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
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 $26.4B AUM 21.05% 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 $289M AUM 27.04% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Private Advisor Group's ARTNA Position: Q4 2024 in Review

Private Advisor Group sold out of Artesian Resources (ARTNA) in Q4 2024, closing a stake of 19,238 shares — an estimated $715K sold.

Private Advisor Group first reported a position in ARTNA in Q1 2024 and held it in 3 quarters. The position peaked at $715K in Q3 2024. 97 funds tracked by Wall St. Rank hold ARTNA as of Q4 2024.

  • Private Advisor Group reported no remaining Artesian Resources position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 19,238 Artesian Resources shares in Q4 2024, an estimated $715K.
  • Private Advisor Group first reported a position in Artesian Resources in Q1 2024 and held it in 3 quarters.
  • Private Advisor Group's Artesian Resources position peaked at $715K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.