RWML
HTO

RAFFA WEALTH MANAGEMENT, LLC’s H2O America HTO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2021
Q2 		– Sell
-1
Closed -$63 – 1120
2021
Q1 		$63 Hold
1
– – ﹤0.01% 1097
2020
Q4 		$69 Buy
+1
New +$65 ﹤0.01% 910
2020
Q2 		– Sell
-14
Closed -$809 – 900
2020
Q1 		$809 Buy
+14
New +$942 ﹤0.01% 644

Other funds holding HTO

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HTO Position: Q2 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of H2O America (HTO) in Q2 2021, closing a stake of 1 share — an estimated $63 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HTO in Q1 2020 and held it in 3 quarters. The position peaked at $809 in Q1 2020. 147 funds tracked by Wall St. Rank hold HTO as of Q2 2021.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining H2O America position as of Q2 2021 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 H2O America share in Q2 2021, an estimated $63.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in H2O America in Q1 2020 and held it in 3 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's H2O America position peaked at $809 in Q1 2020.
  • 147 funds tracked by Wall St. Rank held H2O America as of Q2 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2021, filed 27 Jul 2026.