TWA
HTO

TCI Wealth Advisors’s H2O America HTO Stock Holding History

TCI Wealth Advisors’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
-24
Closed -$1.83K – 1915
2023
Q1 		$1.83K Buy
24
+22
+1,100% +$1.7K ﹤0.01% 1989
2022
Q4 		$162 Buy
2
+1
+100% +$71 ﹤0.01% 2360
2022
Q3 		$0 Buy
+1
New +$64 ﹤0.01% 2548

Other funds holding HTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $70.5B AUM 21.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 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