CWA
HTO

Canvas Wealth Advisors’s H2O America HTO Stock Holding History

Canvas Wealth 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
2026
Q1 		– Sell
-10,729
Closed -$526K – 253
2025
Q4 		$526K Buy
10,729
+621
+6% +$29.8K 0.09% 117
2025
Q3 		$476K Sell
10,108
-110
-1% -$5.49K 0.09% 119
2025
Q2 		$488K Sell
10,218
-912
-8% -$48.5K 0.1% 112
2025
Q1 		$615K Buy
11,130
+4,092
+58% +$209K 0.16% 92
2024
Q4 		$346K Buy
7,038
+546
+8% +$30.1K 0.09% 123
2024
Q3 		$377K Sell
6,492
-623
-9% -$36.5K 0.1% 106
2024
Q2 		$434K Buy
7,115
+2,648
+59% +$145K 0.13% 91
2024
Q1 		$235K Buy
+4,467
New +$265K 0.08% 129
2023
Q1 		– Sell
-4,618
Closed -$360K – 153
2022
Q4 		$360K Sell
4,618
-12,927
-74% -$924K 0.15% 99
2022
Q3 		$1.15M Sell
17,545
-4,910
-22% -$316K 0.49% 41
2022
Q2 		$1.4M Buy
22,455
+178
+0.8% +$11K 0.56% 45
2022
Q1 		$1.32M Buy
22,277
+7,724
+53% +$520K 0.48% 54
2021
Q4 		$1.06M Sell
14,553
-3,937
-21% -$274K 0.38% 57
2021
Q3 		$1.22M Buy
18,490
+438
+2% +$29.6K 0.5% 49
2021
Q2 		$1.14M Buy
18,052
+906
+5% +$58.6K 0.51% 48
2021
Q1 		$1.12M Buy
+17,146
New +$1.12M 0.65% 41

Other funds holding HTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $70.5B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM