CIM
HTO

Contravisory Investment Management’s H2O America HTO Stock Holding History

Contravisory Investment Management’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
2023
Q3 		– Sell
-214
Closed -$15K – 379
2023
Q2 		$15K Buy
+214
New +$16.2K ﹤0.01% 255

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Contravisory Investment Management's HTO Position: Q3 2023 in Review

Contravisory Investment Management sold out of H2O America (HTO) in Q3 2023, closing a stake of 214 shares — an estimated $15K sold.

Contravisory Investment Management first reported a position in HTO in Q2 2023 and held it in 1 quarter. The position peaked at $15K in Q2 2023. 224 funds tracked by Wall St. Rank hold HTO as of Q3 2023.

  • Contravisory Investment Management reported no remaining H2O America position as of Q3 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 214 H2O America shares in Q3 2023, an estimated $15K.
  • Contravisory Investment Management first reported a position in H2O America in Q2 2023 and held it in 1 quarter.
  • Contravisory Investment Management's H2O America position peaked at $15K in Q2 2023.
  • 224 funds tracked by Wall St. Rank held H2O America as of Q3 2023.

Based on Contravisory Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.