Zions Bancorporation’s H2O America HTO Stock Holding History

Zions Bancorporation’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 Q4	–	Sell	-17	Closed	-$1K	–	1055
2021 Q3	$1K	Buy	+17	New	+$1.15K	﹤0.01%	987

Other funds holding HTO

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Zions Bancorporation's HTO Position: Q4 2021 in Review

Zions Bancorporation sold out of H2O America (HTO) in Q4 2021, closing a stake of 17 shares — an estimated $1K sold.

Zions Bancorporation first reported a position in HTO in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 183 funds tracked by Wall St. Rank hold HTO as of Q4 2021.

Zions Bancorporation reported no remaining H2O America position as of Q4 2021 after selling out during the quarter.
Zions Bancorporation sold 17 H2O America shares in Q4 2021, an estimated $1K.
Zions Bancorporation first reported a position in H2O America in Q3 2021 and held it in 1 quarter.
Zions Bancorporation's H2O America position peaked at $1K in Q3 2021.
183 funds tracked by Wall St. Rank held H2O America as of Q4 2021.

Based on Zions Bancorporation's 13F filing for Q4 2021, filed 11 Feb 2022.