Avantax Advisory Services’s H2O America HTO Stock Holding History

Avantax Advisory Services’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
2023 Q1	–	Sell	-2,566	Closed	-$208K	–	1533
2022 Q4	$208K	Buy	+2,566	New	+$183K	﹤0.01%	1285

Other funds holding HTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Avantax Advisory Services's HTO Position: Q1 2023 in Review

Avantax Advisory Services sold out of H2O America (HTO) in Q1 2023, closing a stake of 2,566 shares — an estimated $208K sold.

Avantax Advisory Services first reported a position in HTO in Q4 2022 and held it in 1 quarter. The position peaked at $208K in Q4 2022. 215 funds tracked by Wall St. Rank hold HTO as of Q1 2023.

Avantax Advisory Services reported no remaining H2O America position as of Q1 2023 after selling out during the quarter.
Avantax Advisory Services sold 2,566 H2O America shares in Q1 2023, an estimated $208K.
Avantax Advisory Services first reported a position in H2O America in Q4 2022 and held it in 1 quarter.
Avantax Advisory Services's H2O America position peaked at $208K in Q4 2022.
215 funds tracked by Wall St. Rank held H2O America as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.