CWM
HTO

CIBC World Markets’s H2O America HTO Stock Holding History

CIBC World Markets’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
Q2 		$204K Sell
3,924
-3,498
-47% -$186K ﹤0.01% 1277
2025
Q1 		$406K Buy
+7,422
New +$380K ﹤0.01% 1106

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

CIBC World Markets's HTO Position: Q2 2025 in Review

CIBC World Markets reduced its H2O America (HTO) stake by 47% in Q2 2025, selling an estimated $186K and leaving 3,924 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

CIBC World Markets first reported a position in HTO in Q1 2025 and has held it in 2 quarters since. The position peaked at $406K in Q1 2025. 263 funds tracked by Wall St. Rank hold HTO as of Q2 2025.

  • CIBC World Markets held 3,924 shares of H2O America worth $204K as of Q2 2025.
  • CIBC World Markets sold 3,498 H2O America shares in Q2 2025, an estimated $186K.
  • H2O America made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1277 holding.
  • CIBC World Markets first reported a position in H2O America in Q1 2025 and has held it in 2 quarters since.
  • CIBC World Markets's H2O America position peaked at $406K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held H2O America as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.