CPG
ARIS

Cornerstone Planning Group’s Aris Water Solutions ARIS Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-116
Closed -$1.2K – 1217
2023
Q2 		$1.2K Buy
+116
New +$1K ﹤0.01% 1307
2022
Q4 		$1.79K Buy
+116
New +$1.78K ﹤0.01% 1227

Other funds holding ARIS

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
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Cornerstone Planning Group's ARIS Position: Q3 2023 in Review

Cornerstone Planning Group sold out of Aris Water Solutions (ARIS) in Q3 2023, closing a stake of 116 shares — an estimated $1.2K sold.

Cornerstone Planning Group first reported a position in ARIS in Q4 2022 and held it in 2 quarters. The position peaked at $1.79K in Q4 2022. 106 funds tracked by Wall St. Rank hold ARIS as of Q3 2023.

  • Cornerstone Planning Group reported no remaining Aris Water Solutions position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 116 Aris Water Solutions shares in Q3 2023, an estimated $1.2K.
  • Cornerstone Planning Group first reported a position in Aris Water Solutions in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's Aris Water Solutions position peaked at $1.79K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Aris Water Solutions as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.