Capstone Investment Advisors
ARIS

Capstone Investment Advisors’s Aris Water Solutions ARIS Stock Holding History

Capstone Investment 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
2023
Q2 		– Sell
-62,071
Closed -$484K – 1833
2023
Q1 		$484K Buy
+62,071
New +$801K ﹤0.01% 1020

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CCM
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BlackRock
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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capstone Investment Advisors's ARIS Position: Q2 2023 in Review

Capstone Investment Advisors sold out of Aris Water Solutions (ARIS) in Q2 2023, closing a stake of 62,071 shares — an estimated $484K sold.

Capstone Investment Advisors first reported a position in ARIS in Q1 2023 and held it in 1 quarter. The position peaked at $484K in Q1 2023. 95 funds tracked by Wall St. Rank hold ARIS as of Q2 2023.

  • Capstone Investment Advisors reported no remaining Aris Water Solutions position as of Q2 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 62,071 Aris Water Solutions shares in Q2 2023, an estimated $484K.
  • Capstone Investment Advisors first reported a position in Aris Water Solutions in Q1 2023 and held it in 1 quarter.
  • Capstone Investment Advisors's Aris Water Solutions position peaked at $484K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held Aris Water Solutions as of Q2 2023.

Based on Capstone Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.