WFA
HTO

Wipfli Financial Advisors’s H2O America HTO Stock Holding History

Wipfli Financial 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
2022
Q3 		$1K Buy
+18
New +$1.16K ﹤0.01% 2495

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wipfli Financial Advisors's HTO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in H2O America (HTO) in Q3 2022: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2495 among its holdings.

183 funds tracked by Wall St. Rank hold HTO as of Q3 2022.

  • Wipfli Financial Advisors held 18 shares of H2O America worth $1K as of Q3 2022.
  • H2O America was a new Wipfli Financial Advisors position in Q3 2022.
  • H2O America made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2495 holding.
  • 183 funds tracked by Wall St. Rank held H2O America as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.