SWA
ARIS

Sutton Wealth Advisors’s Aris Water Solutions ARIS Stock Holding History

Sutton Wealth 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
Q1 		– Sell
-2,300
Closed -$33.1K – 855
2022
Q4 		$33.1K Buy
+2,300
New +$35.3K 0.01% 516

Other funds holding ARIS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Sutton Wealth Advisors's ARIS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Aris Water Solutions (ARIS) in Q1 2023, closing a stake of 2,300 shares — an estimated $33.1K sold.

Sutton Wealth Advisors first reported a position in ARIS in Q4 2022 and held it in 1 quarter. The position peaked at $33.1K in Q4 2022. 94 funds tracked by Wall St. Rank hold ARIS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Aris Water Solutions position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,300 Aris Water Solutions shares in Q1 2023, an estimated $33.1K.
  • Sutton Wealth Advisors first reported a position in Aris Water Solutions in Q4 2022 and held it in 1 quarter.
  • Sutton Wealth Advisors's Aris Water Solutions position peaked at $33.1K in Q4 2022.
  • 94 funds tracked by Wall St. Rank held Aris Water Solutions as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.