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 $5.7T AUM 30.48% 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 $70.5B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return