CCA
HTO

Catalyst Capital Advisors’s H2O America HTO Stock Holding History

Catalyst 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
2025
Q1 		– Sell
-256
Closed -$12.6K – 533
2024
Q4 		$12.6K Sell
256
-2
-0.8% -$110 ﹤0.01% 471
2024
Q3 		$15K Sell
258
-27
-9% -$1.58K ﹤0.01% 502
2024
Q2 		$15.5K Sell
285
-46
-14% -$2.52K ﹤0.01% 347
2024
Q1 		$18.7K Buy
331
+42
+15% +$2.49K ﹤0.01% 333
2023
Q4 		$18.9K Sell
289
-79
-21% -$5.01K ﹤0.01% 305
2023
Q3 		$22.1K Buy
+368
New +$24.7K ﹤0.01% 325

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Catalyst Capital Advisors's HTO Position: Q1 2025 in Review

Catalyst Capital Advisors sold out of H2O America (HTO) in Q1 2025, closing a stake of 256 shares — an estimated $12.6K sold.

Catalyst Capital Advisors first reported a position in HTO in Q3 2023 and held it in 6 quarters. The position peaked at $22.1K in Q3 2023. 253 funds tracked by Wall St. Rank hold HTO as of Q1 2025.

  • Catalyst Capital Advisors reported no remaining H2O America position as of Q1 2025 after selling out during the quarter.
  • Catalyst Capital Advisors sold 256 H2O America shares in Q1 2025, an estimated $12.6K.
  • Catalyst Capital Advisors first reported a position in H2O America in Q3 2023 and held it in 6 quarters.
  • Catalyst Capital Advisors's H2O America position peaked at $22.1K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held H2O America as of Q1 2025.

Based on Catalyst Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.