AP
HTO

Atwood & Palmer’s H2O America HTO Stock Holding History

Atwood & Palmer’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-154
Closed -$11K – 438
2022
Q1 		$11K Hold
154
– – ﹤0.01% 362
2021
Q4 		$11K Hold
154
– – ﹤0.01% 371
2021
Q3 		$10K Hold
154
– – ﹤0.01% 356
2021
Q2 		$10K Hold
154
– – ﹤0.01% 330
2021
Q1 		$10K Buy
+154
New +$10.1K ﹤0.01% 347

Other funds holding HTO

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Atwood & Palmer's HTO Position: Q2 2022 in Review

Atwood & Palmer sold out of H2O America (HTO) in Q2 2022, closing a stake of 154 shares — an estimated $11K sold.

Atwood & Palmer first reported a position in HTO in Q1 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 184 funds tracked by Wall St. Rank hold HTO as of Q2 2022.

  • Atwood & Palmer reported no remaining H2O America position as of Q2 2022 after selling out during the quarter.
  • Atwood & Palmer sold 154 H2O America shares in Q2 2022, an estimated $11K.
  • Atwood & Palmer first reported a position in H2O America in Q1 2021 and held it in 5 quarters.
  • Atwood & Palmer's H2O America position peaked at $11K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held H2O America as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.