EFMC
HTO

Empire Financial Management Company’s H2O America HTO Stock Holding History

Empire Financial Management Company’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
-3,955
Closed -$230K – 212
2024
Q3 		$230K Hold
3,955
– – 0.07% 191
2024
Q2 		$214K Hold
3,955
– – 0.07% 196
2024
Q1 		$224K Hold
3,955
– – 0.07% 197
2023
Q4 		$259K Hold
3,955
– – 0.1% 177
2023
Q3 		$238K Sell
3,955
-1,500
-27% -$101K 0.1% 175
2023
Q2 		$383K Hold
5,455
– – 0.15% 142
2023
Q1 		$415K Buy
+5,455
New +$422K 0.17% 135

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
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

Empire Financial Management Company's HTO Position: Q4 2024 in Review

Empire Financial Management Company sold out of H2O America (HTO) in Q4 2024, closing a stake of 3,955 shares — an estimated $230K sold.

Empire Financial Management Company first reported a position in HTO in Q1 2023 and held it in 7 quarters. The position peaked at $415K in Q1 2023. 240 funds tracked by Wall St. Rank hold HTO as of Q4 2024.

  • Empire Financial Management Company reported no remaining H2O America position as of Q4 2024 after selling out during the quarter.
  • Empire Financial Management Company sold 3,955 H2O America shares in Q4 2024, an estimated $230K.
  • Empire Financial Management Company first reported a position in H2O America in Q1 2023 and held it in 7 quarters.
  • Empire Financial Management Company's H2O America position peaked at $415K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held H2O America as of Q4 2024.

Based on Empire Financial Management Company's 13F filing for Q4 2024, filed 14 Feb 2025.