HKIMG
HTO

Hutchens & Kramer Investment Management Group’s H2O America HTO Stock Holding History

Hutchens & Kramer Investment Management Group’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
2022
Q3 		– Sell
-5,586
Closed -$362K – 107
2022
Q2 		$362K Sell
5,586
-574
-9% -$35.5K 0.27% 68
2022
Q1 		$441K Buy
6,160
+44
+0.7% +$2.96K 0.24% 69
2021
Q4 		$411K Buy
+6,116
New +$425K 0.26% 65

Other funds holding HTO

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's HTO Position: Q3 2022 in Review

Hutchens & Kramer Investment Management Group sold out of H2O America (HTO) in Q3 2022, closing a stake of 5,586 shares — an estimated $362K sold.

Hutchens & Kramer Investment Management Group first reported a position in HTO in Q4 2021 and held it in 3 quarters. The position peaked at $441K in Q1 2022. 182 funds tracked by Wall St. Rank hold HTO as of Q3 2022.

  • Hutchens & Kramer Investment Management Group reported no remaining H2O America position as of Q3 2022 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 5,586 H2O America shares in Q3 2022, an estimated $362K.
  • Hutchens & Kramer Investment Management Group first reported a position in H2O America in Q4 2021 and held it in 3 quarters.
  • Hutchens & Kramer Investment Management Group's H2O America position peaked at $441K in Q1 2022.
  • 182 funds tracked by Wall St. Rank held H2O America as of Q3 2022.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.