CAS
HTO

Coppell Advisory Solutions’s H2O America HTO Stock Holding History

Coppell Advisory Solutions’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
-15
Closed -$743 – 1593
2024
Q4 		$743 Hold
15
– – ﹤0.01% 1707
2024
Q3 		$862 Hold
15
– – ﹤0.01% 1593
2024
Q2 		$813 Buy
+15
New +$821 ﹤0.01% 1529
2023
Q4 		$5.82K Buy
+89
New +$5.65K ﹤0.01% 1073

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
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

Coppell Advisory Solutions's HTO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of H2O America (HTO) in Q1 2025, closing a stake of 15 shares — an estimated $743 sold.

Coppell Advisory Solutions first reported a position in HTO in Q4 2023 and held it in 4 quarters. The position peaked at $5.82K in Q4 2023. 253 funds tracked by Wall St. Rank hold HTO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining H2O America position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 15 H2O America shares in Q1 2025, an estimated $743.
  • Coppell Advisory Solutions first reported a position in H2O America in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's H2O America position peaked at $5.82K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held H2O America as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.