CMBA
HTO

C.M. Bidwell & Associates’s H2O America HTO Stock Holding History

C.M. Bidwell & Associates’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
Q1 		– Sell
-530
Closed -$34.6K – 539
2023
Q4 		$34.6K Buy
+530
New +$33.6K 0.03% 247
2016
Q3 		– Sell
-3,275
Closed -$129K – 321
2016
Q2 		$129K Sell
3,275
-140
-4% -$5.01K 0.03% 185
2016
Q1 		$124K Sell
3,415
-10
-0.3% -$337 0.03% 210
2015
Q4 		$102K Sell
3,425
-6,105
-64% -$187K 0.02% 201
2015
Q3 		$293K Buy
9,530
+6,305
+196% +$187K 0.07% 128
2015
Q2 		$99K Buy
+3,225
New +$97.3K 0.02% 194

Other funds holding HTO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return