BCA
HTO

Berman Capital Advisors’s H2O America HTO Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Hold
27
– – ﹤0.01% 1952
2021
Q2 		$1K Buy
27
+8
+42% +$518 ﹤0.01% 1801
2021
Q1 		$1K Hold
19
– – ﹤0.01% 1691
2020
Q4 		$1K Hold
19
– – ﹤0.01% 1583
2020
Q3 		$1K Hold
19
– – ﹤0.01% 1511
2020
Q2 		$1K Buy
+19
New +$1.14K ﹤0.01% 1502

Other funds holding HTO

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Berman Capital Advisors's HTO Position: Q3 2021 in Review

Berman Capital Advisors held its H2O America (HTO) position steady in Q3 2021 at 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Berman Capital Advisors first reported a position in HTO in Q2 2020 and has held it in 6 quarters since. 156 funds tracked by Wall St. Rank hold HTO as of Q3 2021.

  • Berman Capital Advisors held 27 shares of H2O America worth $1K as of Q3 2021.
  • Berman Capital Advisors left its H2O America share count unchanged in Q3 2021.
  • H2O America made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1952 holding.
  • Berman Capital Advisors first reported a position in H2O America in Q2 2020 and has held it in 6 quarters since.
  • 156 funds tracked by Wall St. Rank held H2O America as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.