DZ Bank
HTO

DZ Bank’s H2O America HTO Stock Holding History

DZ Bank’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
-800
Closed -$46.5K – 1026
2024
Q3 		$46.5K Hold
800
– – ﹤0.01% 930
2024
Q2 		$43.4K Hold
800
– – ﹤0.01% 968
2024
Q1 		$45.3K Sell
800
-500
-38% -$29.7K ﹤0.01% 978
2023
Q4 		$85K Hold
1,300
– – ﹤0.01% 918
2023
Q3 		$78.1K Hold
1,300
– – ﹤0.01% 910
2023
Q2 		$91.1K Hold
1,300
– – ﹤0.01% 908
2023
Q1 		$99K Hold
1,300
– – ﹤0.01% 914
2022
Q4 		$106K Hold
1,300
– – ﹤0.01% 914
2022
Q3 		$74.9K Hold
1,300
– – ﹤0.01% 925
2022
Q2 		$81.1K Buy
+1,300
New +$80.4K ﹤0.01% 929

Other funds holding HTO

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State Street
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Cerity Partners
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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 $653B AUM 32.41% 1-Year Est. Return