Blue Bell Private Wealth Management’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Blue Bell Private Wealth Management’s Portfolio AQUA Stock Details AQUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-385	Closed	-$19.1K	–	699
2023 Q1	$19.1K	Sell	385 -94	-20%	-$4.39K	0.01%	324
2022 Q4	$19K	Hold	479	–	–	0.01%	318
2022 Q3	$16K	Sell	479 -50	-9%	-$1.81K	0.01%	330
2022 Q2	$17K	Buy	529 +50	+10%	+$1.9K	0.01%	336
2022 Q1	$23K	Buy	+479	New	+$20.4K	0.01%	307

Other funds holding AQUA

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Blue Bell Private Wealth Management's AQUA Position: Q2 2023 in Review

Blue Bell Private Wealth Management sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 385 shares — an estimated $19.1K sold.

Blue Bell Private Wealth Management first reported a position in AQUA in Q1 2022 and held it in 5 quarters. The position peaked at $23K in Q1 2022. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.

Blue Bell Private Wealth Management reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 385 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $19.1K.
Blue Bell Private Wealth Management first reported a position in Evoqua Water Technologies Corp. Common Stock in Q1 2022 and held it in 5 quarters.
Blue Bell Private Wealth Management's Evoqua Water Technologies Corp. Common Stock position peaked at $23K in Q1 2022.
1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.