LC
HTO

Lindbrook Capital’s H2O America HTO Stock Holding History

Lindbrook Capital’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
2025
Q1 		– Sell
-166
Closed -$8.17K – 2919
2024
Q4 		$8.17K Sell
166
-14
-8% -$771 ﹤0.01% 1757
2024
Q3 		$10.5K Buy
180
+7
+4% +$410 ﹤0.01% 1650
2024
Q2 		$9.38K Buy
173
+162
+1,473% +$8.86K ﹤0.01% 1657
2024
Q1 		$622 Sell
11
-55
-83% -$3.26K ﹤0.01% 2501
2023
Q4 		$4.31K Buy
66
+34
+106% +$2.16K ﹤0.01% 1961
2023
Q3 		$1.92K Sell
32
-181
-85% -$12.1K ﹤0.01% 2146
2023
Q2 		$14.9K Buy
213
+5
+2% +$378 ﹤0.01% 1241
2023
Q1 		$15.8K Sell
208
-3
-1% -$232 ﹤0.01% 1188
2022
Q4 		$17.1K Buy
211
+191
+955% +$13.7K ﹤0.01% 1142
2022
Q3 		$1K Hold
20
– – ﹤0.01% 2484
2022
Q2 		$1K Buy
20
+12
+150% +$742 ﹤0.01% 2360
2022
Q1 		$1K Buy
+8
New +$538 ﹤0.01% 2351
2020
Q1 		– Sell
-21
Closed -$1K – 1848
2019
Q4 		$1K Buy
+21
New +$1.48K ﹤0.01% 1441

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Lindbrook Capital's HTO Position: Q1 2025 in Review

Lindbrook Capital sold out of H2O America (HTO) in Q1 2025, closing a stake of 166 shares — an estimated $8.17K sold.

Lindbrook Capital first reported a position in HTO in Q4 2019 and held it in 13 quarters. The position peaked at $17.1K in Q4 2022. 253 funds tracked by Wall St. Rank hold HTO as of Q1 2025.

  • Lindbrook Capital reported no remaining H2O America position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 166 H2O America shares in Q1 2025, an estimated $8.17K.
  • Lindbrook Capital first reported a position in H2O America in Q4 2019 and held it in 13 quarters.
  • Lindbrook Capital's H2O America position peaked at $17.1K in Q4 2022.
  • 253 funds tracked by Wall St. Rank held H2O America as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.