Financial Counselors Inc’s H2O America HTO Stock Holding History

Financial Counselors Inc’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 Q3	–	Sell	-3,216	Closed	-$204K	–	552
2021 Q2	$204K	Buy	+3,216	New	+$208K	﹤0.01%	513

Other funds holding HTO

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Counselors Inc's HTO Position: Q3 2021 in Review

Financial Counselors Inc sold out of H2O America (HTO) in Q3 2021, closing a stake of 3,216 shares — an estimated $204K sold.

Financial Counselors Inc first reported a position in HTO in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 156 funds tracked by Wall St. Rank hold HTO as of Q3 2021.

Financial Counselors Inc reported no remaining H2O America position as of Q3 2021 after selling out during the quarter.
Financial Counselors Inc sold 3,216 H2O America shares in Q3 2021, an estimated $204K.
Financial Counselors Inc first reported a position in H2O America in Q2 2021 and held it in 1 quarter.
Financial Counselors Inc's H2O America position peaked at $204K in Q2 2021.
156 funds tracked by Wall St. Rank held H2O America as of Q3 2021.

Based on Financial Counselors Inc's 13F filing for Q3 2021, filed 26 Oct 2021.