Raymond James Financial Services Advisors’s Artesian Resources ARTNA Stock Holding History

Raymond James Financial Services 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 Q2	–	Sell	-3,661	Closed	-$203K	–	3244
2023 Q1	$203K	Hold	3,661	–	–	﹤0.01%	2907
2022 Q4	$214K	Buy	+3,661	New	+$193K	﹤0.01%	2822
2017 Q2	–	Sell	-9,571	Closed	-$312K	–	2522
2017 Q1	$312K	Sell	9,571 -473	-5%	-$15.1K	﹤0.01%	1873
2016 Q4	$321K	Buy	10,044 +29	+0.3%	+$873	﹤0.01%	1774
2016 Q3	$286K	Buy	10,015 +161	+2%	+$4.95K	﹤0.01%	1816
2016 Q2	$334K	Buy	+9,854	New	+$283K	﹤0.01%	1651

Other funds holding ARTNA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

CAM

Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial Services Advisors's ARTNA Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of Artesian Resources (ARTNA) in Q2 2023, closing a stake of 3,661 shares — an estimated $203K sold.

Raymond James Financial Services Advisors first reported a position in ARTNA in Q2 2016 and held it in 6 quarters. The position peaked at $334K in Q2 2016. 109 funds tracked by Wall St. Rank hold ARTNA as of Q2 2023.

Raymond James Financial Services Advisors reported no remaining Artesian Resources position as of Q2 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 3,661 Artesian Resources shares in Q2 2023, an estimated $203K.
Raymond James Financial Services Advisors first reported a position in Artesian Resources in Q2 2016 and held it in 6 quarters.
Raymond James Financial Services Advisors's Artesian Resources position peaked at $334K in Q2 2016.
109 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.