BBPWM
HTO

Blue Bell Private Wealth Management’s H2O America HTO Stock Holding History

Blue Bell Private 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
2025
Q2 		– Sell
-11
Closed -$602 – 761
2025
Q1 		$602 Hold
11
– – ﹤0.01% 691
2024
Q4 		$541 Hold
11
– – ﹤0.01% 654
2024
Q3 		$639 Hold
11
– – ﹤0.01% 666
2024
Q2 		$596 Hold
11
– – ﹤0.01% 690
2024
Q1 		$622 Hold
11
– – ﹤0.01% 698
2023
Q4 		$719 Hold
11
– – ﹤0.01% 689
2023
Q3 		$661 Hold
11
– – ﹤0.01% 649
2023
Q2 		$771 Hold
11
– – ﹤0.01% 656
2023
Q1 		$837 Hold
11
– – ﹤0.01% 625
2022
Q4 		$893 Hold
11
– – ﹤0.01% 644
2022
Q3 		$1K Hold
11
– – ﹤0.01% 709
2022
Q2 		$1K Hold
11
– – ﹤0.01% 759
2022
Q1 		$1K Hold
11
– – ﹤0.01% 825
2021
Q4 		$1K Buy
+11
New +$765 ﹤0.01% 808

Other funds holding HTO

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Cerity Partners
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State Street
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Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return