FFA
HTO

Farther Finance Advisors’s H2O America HTO Stock Holding History

Farther Finance Advisors’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
2026
Q1 		$48.6K Buy
832
+19
+2% +$1.03K ﹤0.01% 3015
2025
Q4 		$39.8K Buy
813
+419
+106% +$20.1K ﹤0.01% 2964
2025
Q3 		$19.2K Buy
394
+379
+2,527% +$18.9K ﹤0.01% 3066
2025
Q2 		$780 Buy
15
+2
+15% +$106 ﹤0.01% 3951
2025
Q1 		$704 Buy
13
+11
+550% +$563 ﹤0.01% 3707
2024
Q4 		$98 Sell
2
-1
-33% -$55 ﹤0.01% 3785
2024
Q3 		$174 Buy
3
+1
+50% +$59 ﹤0.01% 3686
2024
Q2 		$110 Hold
2
– – ﹤0.01% 3587
2024
Q1 		$112 Buy
+2
New +$119 ﹤0.01% 3363
2023
Q3 		– Sell
-3
Closed -$210 – 2689
2023
Q2 		$210 Sell
3
-6
-67% -$453 ﹤0.01% 2355
2023
Q1 		$685 Buy
+9
New +$695 ﹤0.01% 1927

Other funds holding HTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
SFM
Soros Fund Management New York $7.29B AUM 30.69% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM