PCS
ARIS

Personal CFO Solutions’s Aris Water Solutions ARIS Stock Holding History

Personal CFO Solutions’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
-12,944
Closed -$129K – 514
2023
Q3 		$129K Buy
12,944
+179
+1% +$1.91K 0.03% 447
2023
Q2 		$132K Buy
12,765
+411
+3% +$3.55K 0.03% 457
2023
Q1 		$96.2K Buy
+12,354
New +$159K 0.02% 461

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

Personal CFO Solutions's ARIS Position: Q4 2023 in Review

Personal CFO Solutions sold out of Aris Water Solutions (ARIS) in Q4 2023, closing a stake of 12,944 shares — an estimated $129K sold.

Personal CFO Solutions first reported a position in ARIS in Q1 2023 and held it in 3 quarters. The position peaked at $132K in Q2 2023. 127 funds tracked by Wall St. Rank hold ARIS as of Q4 2023.

  • Personal CFO Solutions reported no remaining Aris Water Solutions position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 12,944 Aris Water Solutions shares in Q4 2023, an estimated $129K.
  • Personal CFO Solutions first reported a position in Aris Water Solutions in Q1 2023 and held it in 3 quarters.
  • Personal CFO Solutions's Aris Water Solutions position peaked at $132K in Q2 2023.
  • 127 funds tracked by Wall St. Rank held Aris Water Solutions as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.