CPA
ARIS

Capital Performance Advisors’s Aris Water Solutions ARIS Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-48
Closed -$810 – 343
2024
Q3 		$810 Buy
+48
New +$777 ﹤0.01% 2017

Other funds holding ARIS

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Performance Advisors's ARIS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Aris Water Solutions (ARIS) in Q4 2024, closing a stake of 48 shares — an estimated $810 sold.

Capital Performance Advisors first reported a position in ARIS in Q3 2024 and held it in 1 quarter. The position peaked at $810 in Q3 2024. 188 funds tracked by Wall St. Rank hold ARIS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Aris Water Solutions position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 48 Aris Water Solutions shares in Q4 2024, an estimated $810.
  • Capital Performance Advisors first reported a position in Aris Water Solutions in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Aris Water Solutions position peaked at $810 in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Aris Water Solutions as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.