Riverview Trust Company’s H2O America HTO Stock Holding History

Riverview Trust Company’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	-10	Closed	-$492	–	796
2024 Q4	$492	Buy	+10	New	+$551	﹤0.01%	796

Other funds holding HTO

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Riverview Trust Company's HTO Position: Q1 2025 in Review

Riverview Trust Company sold out of H2O America (HTO) in Q1 2025, closing a stake of 10 shares — an estimated $492 sold.

Riverview Trust Company first reported a position in HTO in Q4 2024 and held it in 1 quarter. The position peaked at $492 in Q4 2024. 253 funds tracked by Wall St. Rank hold HTO as of Q1 2025.

Riverview Trust Company reported no remaining H2O America position as of Q1 2025 after selling out during the quarter.
Riverview Trust Company sold 10 H2O America shares in Q1 2025, an estimated $492.
Riverview Trust Company first reported a position in H2O America in Q4 2024 and held it in 1 quarter.
Riverview Trust Company's H2O America position peaked at $492 in Q4 2024.
253 funds tracked by Wall St. Rank held H2O America as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.