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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TCI Wealth Advisors's HTO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of H2O America (HTO) in Q2 2023, closing a stake of 24 shares — an estimated $1.83K sold.

TCI Wealth Advisors first reported a position in HTO in Q3 2022 and held it in 3 quarters. The position peaked at $1.83K in Q1 2023. 221 funds tracked by Wall St. Rank hold HTO as of Q2 2023.

TCI Wealth Advisors reported no remaining H2O America position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 24 H2O America shares in Q2 2023, an estimated $1.83K.
TCI Wealth Advisors first reported a position in H2O America in Q3 2022 and held it in 3 quarters.
TCI Wealth Advisors's H2O America position peaked at $1.83K in Q1 2023.
221 funds tracked by Wall St. Rank held H2O America as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.