SFG
HTO

Steward Financial Group’s H2O America HTO Stock Holding History

Steward Financial 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
2023
Q3 		$0 Buy
+14
New +$939 ﹤0.01% 1541
2022
Q3 		– Sell
-4
Closed – – 1116
2022
Q2 		$0 Buy
+4
New +$247 ﹤0.01% 1331

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's HTO Position: Q3 2023 in Review

Steward Financial Group opened a new position in H2O America (HTO) in Q3 2023: 14 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1541 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HTO as recently as Q2 2022.

Steward Financial Group first reported a position in HTO in Q2 2022 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold HTO as of Q3 2023.

  • Steward Financial Group held 14 shares of H2O America worth $0 as of Q3 2023.
  • H2O America was a new Steward Financial Group position in Q3 2023.
  • H2O America made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1541 holding.
  • Steward Financial Group first reported a position in H2O America in Q2 2022 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held H2O America as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.