Heartwood Wealth Advisors’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Heartwood Wealth Advisors’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	-5,335	Closed	-$265K	–	149
2023 Q1	$265K	Buy	+5,335	New	+$249K	0.04%	108
2022 Q2	–	Sell	-4,985	Closed	-$234K	–	132
2022 Q1	$234K	Hold	4,985	–	–	0.03%	108
2021 Q4	$233K	Buy	+4,985	New	+$217K	0.04%	96

Other funds holding AQUA

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

Heartwood Wealth Advisors's AQUA Position: Q2 2023 in Review

Heartwood Wealth Advisors sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 5,335 shares — an estimated $265K sold.

Heartwood Wealth Advisors first reported a position in AQUA in Q4 2021 and held it in 3 quarters. The position peaked at $265K in Q1 2023. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.

Heartwood Wealth Advisors reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
Heartwood Wealth Advisors sold 5,335 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $265K.
Heartwood Wealth Advisors first reported a position in Evoqua Water Technologies Corp. Common Stock in Q4 2021 and held it in 3 quarters.
Heartwood Wealth Advisors's Evoqua Water Technologies Corp. Common Stock position peaked at $265K in Q1 2023.
1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.