FA
HTO

Fiducient Advisors’s H2O America HTO Stock Holding History

Fiducient 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
2021
Q4 		– Sell
-3,946
Closed -$261K – 94
2021
Q3 		$261K Hold
3,946
– – 0.08% 84
2021
Q2 		$250K Hold
3,946
– – 0.08% 71
2021
Q1 		$249K Hold
3,946
– – 0.08% 73
2020
Q4 		$274K Buy
+3,946
New +$257K 0.1% 61

Other funds holding HTO

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fiducient Advisors's HTO Position: Q4 2021 in Review

Fiducient Advisors sold out of H2O America (HTO) in Q4 2021, closing a stake of 3,946 shares — an estimated $261K sold.

Fiducient Advisors first reported a position in HTO in Q4 2020 and held it in 4 quarters. The position peaked at $274K in Q4 2020. 183 funds tracked by Wall St. Rank hold HTO as of Q4 2021.

  • Fiducient Advisors reported no remaining H2O America position as of Q4 2021 after selling out during the quarter.
  • Fiducient Advisors sold 3,946 H2O America shares in Q4 2021, an estimated $261K.
  • Fiducient Advisors first reported a position in H2O America in Q4 2020 and held it in 4 quarters.
  • Fiducient Advisors's H2O America position peaked at $274K in Q4 2020.
  • 183 funds tracked by Wall St. Rank held H2O America as of Q4 2021.

Based on Fiducient Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.