CA
HTO

Claris Advisors’s H2O America HTO Stock Holding History

Claris 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
2024
Q4 		– Sell
-4
Closed -$232 – 967
2024
Q3 		$232 Buy
+4
New +$234 ﹤0.01% 917

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Advisors's HTO Position: Q4 2024 in Review

Claris Advisors sold out of H2O America (HTO) in Q4 2024, closing a stake of 4 shares — an estimated $232 sold.

Claris Advisors first reported a position in HTO in Q3 2024 and held it in 1 quarter. The position peaked at $232 in Q3 2024. 240 funds tracked by Wall St. Rank hold HTO as of Q4 2024.

  • Claris Advisors reported no remaining H2O America position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 4 H2O America shares in Q4 2024, an estimated $232.
  • Claris Advisors first reported a position in H2O America in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's H2O America position peaked at $232 in Q3 2024.
  • 240 funds tracked by Wall St. Rank held H2O America as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.