AWS
ARIS

AJ Wealth Strategies’s Aris Water Solutions ARIS Stock Holding History

AJ Wealth Strategies’s Portfolio ARIS Stock Details ARIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,142
Closed -$189K – 289
2022
Q4 		$189K Buy
13,142
+75
+0.6% +$1.15K 0.01% 280
2022
Q3 		$167K Buy
13,067
+67
+0.5% +$1.15K 0.01% 285
2022
Q2 		$217K Buy
+13,000
New +$236K 0.01% 266

Other funds holding ARIS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AJ Wealth Strategies's ARIS Position: Q1 2023 in Review

AJ Wealth Strategies sold out of Aris Water Solutions (ARIS) in Q1 2023, closing a stake of 13,142 shares — an estimated $189K sold.

AJ Wealth Strategies first reported a position in ARIS in Q2 2022 and held it in 3 quarters. The position peaked at $217K in Q2 2022. 94 funds tracked by Wall St. Rank hold ARIS as of Q1 2023.

  • AJ Wealth Strategies reported no remaining Aris Water Solutions position as of Q1 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 13,142 Aris Water Solutions shares in Q1 2023, an estimated $189K.
  • AJ Wealth Strategies first reported a position in Aris Water Solutions in Q2 2022 and held it in 3 quarters.
  • AJ Wealth Strategies's Aris Water Solutions position peaked at $217K in Q2 2022.
  • 94 funds tracked by Wall St. Rank held Aris Water Solutions as of Q1 2023.

Based on AJ Wealth Strategies's 13F filing for Q1 2023, filed 28 Apr 2023.