LCWP
ARIS

Legacy Capital Wealth Partners’s Aris Water Solutions ARIS Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-24,878
Closed -$176K – 306
2024
Q1 		$176K Buy
+24,878
New +$253K 0.13% 109

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RIM
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Vanguard Group
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Wellington Management Group
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Legacy Capital Wealth Partners's ARIS Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Aris Water Solutions (ARIS) in Q2 2024, closing a stake of 24,878 shares — an estimated $176K sold.

Legacy Capital Wealth Partners first reported a position in ARIS in Q1 2024 and held it in 1 quarter. The position peaked at $176K in Q1 2024. 147 funds tracked by Wall St. Rank hold ARIS as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Aris Water Solutions position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 24,878 Aris Water Solutions shares in Q2 2024, an estimated $176K.
  • Legacy Capital Wealth Partners first reported a position in Aris Water Solutions in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Aris Water Solutions position peaked at $176K in Q1 2024.
  • 147 funds tracked by Wall St. Rank held Aris Water Solutions as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.