HDIM
HTO

Hanson & Doremus Investment Management’s H2O America HTO Stock Holding History

Hanson & Doremus Investment Management’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
Q2 		– Sell
-200
Closed -$11K – 474
2024
Q1 		$11K Buy
+200
New +$11.9K ﹤0.01% 397

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
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hanson & Doremus Investment Management's HTO Position: Q2 2024 in Review

Hanson & Doremus Investment Management sold out of H2O America (HTO) in Q2 2024, closing a stake of 200 shares — an estimated $11K sold.

Hanson & Doremus Investment Management first reported a position in HTO in Q1 2024 and held it in 1 quarter. The position peaked at $11K in Q1 2024. 229 funds tracked by Wall St. Rank hold HTO as of Q2 2024.

  • Hanson & Doremus Investment Management reported no remaining H2O America position as of Q2 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 200 H2O America shares in Q2 2024, an estimated $11K.
  • Hanson & Doremus Investment Management first reported a position in H2O America in Q1 2024 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's H2O America position peaked at $11K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held H2O America as of Q2 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2024, filed 8 Aug 2024.