Planned Solutions’s H2O America HTO Stock Holding History

Planned Solutions’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 Q1	–	Sell	-16	Closed	-$1.05K	–	472
2023 Q4	$1.05K	Buy	+16	New	+$1.01K	﹤0.01%	533

Other funds holding HTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Planned Solutions's HTO Position: Q1 2024 in Review

Planned Solutions sold out of H2O America (HTO) in Q1 2024, closing a stake of 16 shares — an estimated $1.05K sold.

Planned Solutions first reported a position in HTO in Q4 2023 and held it in 1 quarter. The position peaked at $1.05K in Q4 2023. 228 funds tracked by Wall St. Rank hold HTO as of Q1 2024.

Planned Solutions reported no remaining H2O America position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 16 H2O America shares in Q1 2024, an estimated $1.05K.
Planned Solutions first reported a position in H2O America in Q4 2023 and held it in 1 quarter.
Planned Solutions's H2O America position peaked at $1.05K in Q4 2023.
228 funds tracked by Wall St. Rank held H2O America as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.