OW
ARIS

Olistico Wealth’s Aris Water Solutions ARIS Stock Holding History

Olistico Wealth’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
Q4 		– Sell
-17,774
Closed -$177K – 106
2023
Q3 		$177K Sell
17,774
-14,611
-45% -$156K 0.16% 103
2023
Q2 		$334K Hold
32,385
– – 0.29% 85
2023
Q1 		$252K Hold
32,385
– – 0.24% 87
2022
Q4 		$467K Buy
+32,385
New +$497K 0.51% 55

Other funds holding ARIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Olistico Wealth's ARIS Position: Q4 2023 in Review

Olistico Wealth sold out of Aris Water Solutions (ARIS) in Q4 2023, closing a stake of 17,774 shares — an estimated $177K sold.

Olistico Wealth first reported a position in ARIS in Q4 2022 and held it in 4 quarters. The position peaked at $467K in Q4 2022. 127 funds tracked by Wall St. Rank hold ARIS as of Q4 2023.

  • Olistico Wealth reported no remaining Aris Water Solutions position as of Q4 2023 after selling out during the quarter.
  • Olistico Wealth sold 17,774 Aris Water Solutions shares in Q4 2023, an estimated $177K.
  • Olistico Wealth first reported a position in Aris Water Solutions in Q4 2022 and held it in 4 quarters.
  • Olistico Wealth's Aris Water Solutions position peaked at $467K in Q4 2022.
  • 127 funds tracked by Wall St. Rank held Aris Water Solutions as of Q4 2023.

Based on Olistico Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.