Summit Securities Group’s H2O America HTO Stock Holding History

Summit Securities 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 Q2	–	Sell	-1	Closed	–	–	1075
2023 Q1	$0	Buy	+1	New	+$77	﹤0.01%	1243

Other funds holding HTO

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Securities Group's HTO Position: Q2 2023 in Review

Summit Securities Group sold out of H2O America (HTO) in Q2 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in HTO in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 222 funds tracked by Wall St. Rank hold HTO as of Q2 2023.

Summit Securities Group reported no remaining H2O America position as of Q2 2023 after selling out during the quarter.
Summit Securities Group sold 1 H2O America share in Q2 2023.
Summit Securities Group first reported a position in H2O America in Q1 2023 and held it in 1 quarter.
Summit Securities Group's H2O America position peaked at $0 in Q1 2023.
222 funds tracked by Wall St. Rank held H2O America as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.