TWP
HTO

TFO Wealth Partners’s H2O America HTO Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$57 – 643
2024
Q1 		$57 Hold
1
– – ﹤0.01% 708
2023
Q4 		$65 Hold
1
– – ﹤0.01% 849
2023
Q3 		$70 Hold
1
– – ﹤0.01% 1020
2023
Q2 		$70 Hold
1
– – ﹤0.01% 727
2023
Q1 		$76 Sell
1
-4
-80% -$309 ﹤0.01% 696
2022
Q4 		$292 Buy
+5
New +$357 ﹤0.01% 568

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's HTO Position: Q2 2024 in Review

TFO Wealth Partners sold out of H2O America (HTO) in Q2 2024, closing a stake of 1 share — an estimated $57 sold.

TFO Wealth Partners first reported a position in HTO in Q4 2022 and held it in 6 quarters. The position peaked at $292 in Q4 2022. 229 funds tracked by Wall St. Rank hold HTO as of Q2 2024.

  • TFO Wealth Partners reported no remaining H2O America position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 H2O America share in Q2 2024, an estimated $57.
  • TFO Wealth Partners first reported a position in H2O America in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's H2O America position peaked at $292 in Q4 2022.
  • 229 funds tracked by Wall St. Rank held H2O America as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.