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Redwood Wealth Management Group’s Artesian Resources ARTNA Stock Holding History

Redwood Wealth Management 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
Q3 		– Sell
-1,512
Closed -$53.2K – 226
2024
Q2 		$53.2K Buy
+1,512
New +$54.8K 0.04% 294

Other funds holding ARTNA

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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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Redwood Wealth Management Group's ARTNA Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Artesian Resources (ARTNA) in Q3 2024, closing a stake of 1,512 shares — an estimated $53.2K sold.

Redwood Wealth Management Group first reported a position in ARTNA in Q2 2024 and held it in 1 quarter. The position peaked at $53.2K in Q2 2024. 115 funds tracked by Wall St. Rank hold ARTNA as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Artesian Resources position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,512 Artesian Resources shares in Q3 2024, an estimated $53.2K.
  • Redwood Wealth Management Group first reported a position in Artesian Resources in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Artesian Resources position peaked at $53.2K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held Artesian Resources as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.