Truist Financial
HTO

Truist Financial’s H2O America HTO Stock Holding History

Truist Financial’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
Q3 		– Sell
-4,656
Closed -$252K – 2710
2024
Q2 		$252K Sell
4,656
-860
-16% -$47.1K ﹤0.01% 2385
2024
Q1 		$312K Buy
5,516
+1,001
+22% +$59.4K ﹤0.01% 2266
2023
Q4 		$295K Sell
4,515
-97
-2% -$6.15K ﹤0.01% 2314
2023
Q3 		$277K Buy
4,612
+468
+11% +$31.4K ﹤0.01% 2293
2023
Q2 		$291K Sell
4,144
-287
-6% -$21.7K ﹤0.01% 2268
2023
Q1 		$337K Sell
4,431
-1,680
-27% -$130K ﹤0.01% 2202
2022
Q4 		$496K Sell
6,111
-2,119
-26% -$151K ﹤0.01% 1962
2022
Q3 		$474K Buy
8,230
+200
+2% +$12.9K ﹤0.01% 1848
2022
Q2 		$501K Sell
8,030
-528
-6% -$32.7K ﹤0.01% 1899
2022
Q1 		$595K Sell
8,558
-137
-2% -$9.22K ﹤0.01% 1904
2021
Q4 		$637K Buy
8,695
+355
+4% +$24.7K ﹤0.01% 1886
2021
Q3 		$551K Sell
8,340
-2
-0% -$135 ﹤0.01% 1944
2021
Q2 		$528K Buy
8,342
+280
+3% +$18.1K ﹤0.01% 2005
2021
Q1 		$508K Buy
8,062
+1,606
+25% +$105K ﹤0.01% 1955
2020
Q4 		$448K Sell
6,456
-4,985
-44% -$324K ﹤0.01% 1905
2020
Q3 		$696K Buy
11,441
+3,493
+44% +$221K ﹤0.01% 1545
2020
Q2 		$494K Buy
7,948
+2,575
+48% +$155K ﹤0.01% 1630
2020
Q1 		$311K Sell
5,373
-2,753
-34% -$185K ﹤0.01% 1834
2019
Q4 		$577K Buy
+8,126
New +$574K ﹤0.01% 1756

Other funds holding HTO

BlackRock
BlackRock New York $5.7T 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 $70.5B 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return