Paces Ferry Wealth Advisors’s H2O America HTO Stock Holding History

Paces Ferry Wealth 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
2020 Q4	–	Sell	-9	Closed	-$1K	–	941
2020 Q3	$1K	Buy	+9	New	+$569	﹤0.01%	958

Other funds holding HTO

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

CCM

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Paces Ferry Wealth Advisors's HTO Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of H2O America (HTO) in Q4 2020, closing a stake of 9 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in HTO in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 161 funds tracked by Wall St. Rank hold HTO as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining H2O America position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 9 H2O America shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in H2O America in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's H2O America position peaked at $1K in Q3 2020.
161 funds tracked by Wall St. Rank held H2O America as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.