PWMG
HTO

Private Wealth Management Group’s H2O America HTO Stock Holding History

Private Wealth 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
2025
Q1 		– Sell
-80
Closed -$3.94K – 1581
2024
Q4 		$3.94K Sell
80
-47
-37% -$2.59K ﹤0.01% 839
2024
Q3 		$7.38K Hold
127
– – ﹤0.01% 574
2024
Q2 		$6.89K Buy
+127
New +$6.95K ﹤0.01% 582

Other funds holding HTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $717M AUM 3.8% 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

Private Wealth Management Group's HTO Position: Q1 2025 in Review

Private Wealth Management Group sold out of H2O America (HTO) in Q1 2025, closing a stake of 80 shares — an estimated $3.94K sold.

Private Wealth Management Group first reported a position in HTO in Q2 2024 and held it in 3 quarters. The position peaked at $7.38K in Q3 2024. 253 funds tracked by Wall St. Rank hold HTO as of Q1 2025.

  • Private Wealth Management Group reported no remaining H2O America position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 80 H2O America shares in Q1 2025, an estimated $3.94K.
  • Private Wealth Management Group first reported a position in H2O America in Q2 2024 and held it in 3 quarters.
  • Private Wealth Management Group's H2O America position peaked at $7.38K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held H2O America as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.