VWM
ARIS

Venturi Wealth Management’s Aris Water Solutions ARIS Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-311
Closed -$7.45K – 646
2024
Q4 		$7.45K Hold
311
– – ﹤0.01% 1521
2024
Q3 		$5.25K Buy
+311
New +$5.04K ﹤0.01% 1391

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Venturi Wealth Management's ARIS Position: Q1 2025 in Review

Venturi Wealth Management sold out of Aris Water Solutions (ARIS) in Q1 2025, closing a stake of 311 shares — an estimated $7.45K sold.

Venturi Wealth Management first reported a position in ARIS in Q3 2024 and held it in 2 quarters. The position peaked at $7.45K in Q4 2024. 218 funds tracked by Wall St. Rank hold ARIS as of Q1 2025.

  • Venturi Wealth Management reported no remaining Aris Water Solutions position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 311 Aris Water Solutions shares in Q1 2025, an estimated $7.45K.
  • Venturi Wealth Management first reported a position in Aris Water Solutions in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Aris Water Solutions position peaked at $7.45K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Aris Water Solutions as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.