CWP
AQUA

Concord Wealth Partners’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-35
Closed -$2K – 1417
2022
Q1 		$2K Hold
35
– – ﹤0.01% 1154
2021
Q4 		$2K Buy
+35
New +$1.52K ﹤0.01% 1182
2021
Q3 		– Sell
-34
Closed -$1K – 1065
2021
Q2 		$1K Hold
34
– – ﹤0.01% 1024
2021
Q1 		$1K Buy
+34
New +$906 ﹤0.01% 980

Other funds holding AQUA

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Concord Wealth Partners's AQUA Position: Q2 2022 in Review

Concord Wealth Partners sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2022, closing a stake of 35 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in AQUA in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 275 funds tracked by Wall St. Rank hold AQUA as of Q2 2022.

  • Concord Wealth Partners reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 35 Evoqua Water Technologies Corp. Common Stock shares in Q2 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Evoqua Water Technologies Corp. Common Stock in Q1 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Evoqua Water Technologies Corp. Common Stock position peaked at $2K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.