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United Capital Financial Advisors’s Artesian Resources ARTNA Stock Holding History

United Capital Financial 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
Q1 		– Sell
-4,001
Closed -$234K – 967
2022
Q4 		$234K Buy
+4,001
New +$211K ﹤0.01% 944

Other funds holding ARTNA

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Vanguard Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

United Capital Financial Advisors's ARTNA Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Artesian Resources (ARTNA) in Q1 2023, closing a stake of 4,001 shares — an estimated $234K sold.

United Capital Financial Advisors first reported a position in ARTNA in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 114 funds tracked by Wall St. Rank hold ARTNA as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Artesian Resources position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,001 Artesian Resources shares in Q1 2023, an estimated $234K.
  • United Capital Financial Advisors first reported a position in Artesian Resources in Q4 2022 and held it in 1 quarter.
  • United Capital Financial Advisors's Artesian Resources position peaked at $234K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.