CFFP
ARIS

Center for Financial Planning’s Aris Water Solutions ARIS Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-62
Closed -$1K – 552
2022
Q3 		$1K Buy
+62
New +$1.06K ﹤0.01% 581

Other funds holding ARIS

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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Center for Financial Planning's ARIS Position: Q4 2022 in Review

Center for Financial Planning sold out of Aris Water Solutions (ARIS) in Q4 2022, closing a stake of 62 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in ARIS in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 96 funds tracked by Wall St. Rank hold ARIS as of Q4 2022.

  • Center for Financial Planning reported no remaining Aris Water Solutions position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 62 Aris Water Solutions shares in Q4 2022, an estimated $1K.
  • Center for Financial Planning first reported a position in Aris Water Solutions in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Aris Water Solutions position peaked at $1K in Q3 2022.
  • 96 funds tracked by Wall St. Rank held Aris Water Solutions as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.