MSFP
ARIS

Mark Sheptoff Financial Planning’s Aris Mining ARIS Stock Holding History

Mark Sheptoff 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
2024
Q3 		– Sell
-4,500
Closed -$16.9K – 432
2024
Q2 		$16.9K Buy
+4,500
New +$18.1K 0.01% 269

Other funds holding ARIS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 76.63% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mark Sheptoff Financial Planning's ARIS Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of Aris Mining (ARIS) in Q3 2024, closing a stake of 4,500 shares — an estimated $16.9K sold.

Mark Sheptoff Financial Planning first reported a position in ARIS in Q2 2024 and held it in 1 quarter. The position peaked at $16.9K in Q2 2024. 75 funds tracked by Wall St. Rank hold ARIS as of Q3 2024.

  • Mark Sheptoff Financial Planning reported no remaining Aris Mining position as of Q3 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 4,500 Aris Mining shares in Q3 2024, an estimated $16.9K.
  • Mark Sheptoff Financial Planning first reported a position in Aris Mining in Q2 2024 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Aris Mining position peaked at $16.9K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Aris Mining as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.