AWM
HTO

Avior Wealth Management’s H2O America HTO Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-6
Closed -$339 – 3494
2024
Q1 		$339 Buy
+6
New +$356 ﹤0.01% 2686
2022
Q1 		– Sell
-2
Closed – – 1224
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1212
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1169
2021
Q2 		$0 Buy
+2
New +$129 ﹤0.01% 1126

Other funds holding HTO

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's HTO Position: Q2 2024 in Review

Avior Wealth Management sold out of H2O America (HTO) in Q2 2024, closing a stake of 6 shares — an estimated $339 sold.

Avior Wealth Management first reported a position in HTO in Q2 2021 and held it in 4 quarters. The position peaked at $339 in Q1 2024. 229 funds tracked by Wall St. Rank hold HTO as of Q2 2024.

  • Avior Wealth Management reported no remaining H2O America position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 H2O America shares in Q2 2024, an estimated $339.
  • Avior Wealth Management first reported a position in H2O America in Q2 2021 and held it in 4 quarters.
  • Avior Wealth Management's H2O America position peaked at $339 in Q1 2024.
  • 229 funds tracked by Wall St. Rank held H2O America as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.