WCM
ARTNA icon

Wealthcare Capital Management’s Artesian Resources ARTNA Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-146
Closed -$6K – 121
2021
Q1 		$6K Buy
+146
New +$5.7K ﹤0.01% 335

Other funds holding ARTNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Wealthcare Capital Management's ARTNA Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Artesian Resources (ARTNA) in Q2 2021, closing a stake of 146 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in ARTNA in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 88 funds tracked by Wall St. Rank hold ARTNA as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Artesian Resources position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 146 Artesian Resources shares in Q2 2021, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Artesian Resources in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Artesian Resources position peaked at $6K in Q1 2021.
  • 88 funds tracked by Wall St. Rank held Artesian Resources as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.