CB
HTO

Chris Bulman’s H2O America HTO Stock Holding History

Chris Bulman’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
Q3 		– Sell
-548
Closed -$29.7K – 336
2024
Q2 		$29.7K Buy
+548
New +$30K 0.02% 241

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chris Bulman's HTO Position: Q3 2024 in Review

Chris Bulman sold out of H2O America (HTO) in Q3 2024, closing a stake of 548 shares — an estimated $29.7K sold.

Chris Bulman first reported a position in HTO in Q2 2024 and held it in 1 quarter. The position peaked at $29.7K in Q2 2024. 252 funds tracked by Wall St. Rank hold HTO as of Q3 2024.

  • Chris Bulman reported no remaining H2O America position as of Q3 2024 after selling out during the quarter.
  • Chris Bulman sold 548 H2O America shares in Q3 2024, an estimated $29.7K.
  • Chris Bulman first reported a position in H2O America in Q2 2024 and held it in 1 quarter.
  • Chris Bulman's H2O America position peaked at $29.7K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held H2O America as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.