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Smartleaf Asset Management’s Artesian Resources ARTNA Stock Holding History

Smartleaf Asset Management’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
-36
Closed -$1.32K – 2921
2024
Q3 		$1.32K Sell
36
-8
-18% -$300 ﹤0.01% 2597
2024
Q2 		$1.59K Buy
+44
New +$1.59K ﹤0.01% 2304

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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

Smartleaf Asset Management's ARTNA Position: Q4 2024 in Review

Smartleaf Asset Management sold out of Artesian Resources (ARTNA) in Q4 2024, closing a stake of 36 shares — an estimated $1.32K sold.

Smartleaf Asset Management first reported a position in ARTNA in Q2 2024 and held it in 2 quarters. The position peaked at $1.59K in Q2 2024. 97 funds tracked by Wall St. Rank hold ARTNA as of Q4 2024.

  • Smartleaf Asset Management reported no remaining Artesian Resources position as of Q4 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 36 Artesian Resources shares in Q4 2024, an estimated $1.32K.
  • Smartleaf Asset Management first reported a position in Artesian Resources in Q2 2024 and held it in 2 quarters.
  • Smartleaf Asset Management's Artesian Resources position peaked at $1.59K in Q2 2024.
  • 97 funds tracked by Wall St. Rank held Artesian Resources as of Q4 2024.

Based on Smartleaf Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.