EP
HTO

Edgestream Partners’s H2O America HTO Stock Holding History

Edgestream Partners’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
-52,072
Closed -$3.03M – 1063
2024
Q3 		$3.03M Buy
52,072
+28,417
+120% +$1.66M 0.13% 271
2024
Q2 		$1.28M Sell
23,655
-19,185
-45% -$1.05M 0.06% 461
2024
Q1 		$2.42M Buy
+42,840
New +$2.54M 0.12% 293
2023
Q4 		– Sell
-42,837
Closed -$2.57M – 1044
2023
Q3 		$2.57M Buy
42,837
+29,729
+227% +$1.99M 0.21% 132
2023
Q2 		$919K Buy
+13,108
New +$990K 0.08% 374

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 $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edgestream Partners's HTO Position: Q4 2024 in Review

Edgestream Partners sold out of H2O America (HTO) in Q4 2024, closing a stake of 52,072 shares — an estimated $3.03M sold.

Edgestream Partners first reported a position in HTO in Q2 2023 and held it in 5 quarters. The position peaked at $3.03M in Q3 2024. 240 funds tracked by Wall St. Rank hold HTO as of Q4 2024.

  • Edgestream Partners reported no remaining H2O America position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 52,072 H2O America shares in Q4 2024, an estimated $3.03M.
  • Edgestream Partners first reported a position in H2O America in Q2 2023 and held it in 5 quarters.
  • Edgestream Partners's H2O America position peaked at $3.03M in Q3 2024.
  • 240 funds tracked by Wall St. Rank held H2O America as of Q4 2024.

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