PFPT
HTO

Pinnacle Financial Partners (Tennessee)’s H2O America HTO Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2023
Q3 		– Sell
-116
Closed -$8.13K – 559
2023
Q2 		$8.13K Hold
116
– – ﹤0.01% 504
2023
Q1 		$8.83K Hold
116
– – ﹤0.01% 493
2022
Q4 		$9.42K Buy
+116
New +$8.29K ﹤0.01% 478

Other funds holding HTO

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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
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
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s HTO Position: Q3 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of H2O America (HTO) in Q3 2023, closing a stake of 116 shares — an estimated $8.13K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in HTO in Q4 2022 and held it in 3 quarters. The position peaked at $9.42K in Q4 2022. 224 funds tracked by Wall St. Rank hold HTO as of Q3 2023.

  • Pinnacle Financial Partners (Tennessee) reported no remaining H2O America position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 116 H2O America shares in Q3 2023, an estimated $8.13K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in H2O America in Q4 2022 and held it in 3 quarters.
  • Pinnacle Financial Partners (Tennessee)'s H2O America position peaked at $9.42K in Q4 2022.
  • 224 funds tracked by Wall St. Rank held H2O America as of Q3 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2023, filed 3 Nov 2023.