OIA
ARIS

Optimum Investment Advisors’s Aris Water Solutions ARIS Stock Holding History

Optimum Investment Advisors’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
-600
Closed -$5.99K – 646
2023
Q3 		$5.99K Hold
600
– – ﹤0.01% 593
2023
Q2 		$6.19K Hold
600
– – ﹤0.01% 591
2023
Q1 		$4.67K Sell
600
-500
-45% -$6.45K ﹤0.01% 630
2022
Q4 		$15.9K Buy
1,100
+100
+10% +$1.53K 0.01% 520
2022
Q3 		$13K Buy
+1,000
New +$17.1K 0.01% 552

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

Optimum Investment Advisors's ARIS Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Aris Water Solutions (ARIS) in Q4 2023, closing a stake of 600 shares — an estimated $5.99K sold.

Optimum Investment Advisors first reported a position in ARIS in Q3 2022 and held it in 5 quarters. The position peaked at $15.9K in Q4 2022. 127 funds tracked by Wall St. Rank hold ARIS as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Aris Water Solutions position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 600 Aris Water Solutions shares in Q4 2023, an estimated $5.99K.
  • Optimum Investment Advisors first reported a position in Aris Water Solutions in Q3 2022 and held it in 5 quarters.
  • Optimum Investment Advisors's Aris Water Solutions position peaked at $15.9K in Q4 2022.
  • 127 funds tracked by Wall St. Rank held Aris Water Solutions as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.