JP Morgan Private Wealth Advisors’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,351
Closed -$266K 1969
2023
Q1
$266K Sell
5,351
-2,500
-32% -$117K ﹤0.01% 1730
2022
Q4
$311K Sell
7,851
-38,043
-83% -$1.5M ﹤0.01% 1646
2022
Q3
$1.52M Buy
45,894
+38,373
+510% +$1.39M ﹤0.01% 951
2022
Q2
$245K Sell
7,521
-125
-2% -$4.76K ﹤0.01% 1753
2022
Q1
$359K Sell
7,646
-37
-0.5% -$1.58K ﹤0.01% 1678
2021
Q4
$359K Buy
7,683
+60
+0.8% +$2.61K ﹤0.01% 1674
2021
Q3
$286K Hold
7,623
﹤0.01% 1715
2021
Q2
$258K Buy
+7,623
New +$229K ﹤0.01% 1727

Other funds holding AQUA

JP Morgan Private Wealth Advisors's AQUA Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 5,351 shares — an estimated $266K sold.

JP Morgan Private Wealth Advisors first reported a position in AQUA in Q2 2021 and held it in 8 quarters. The position peaked at $1.52M in Q3 2022. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,351 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $266K.
  • JP Morgan Private Wealth Advisors first reported a position in Evoqua Water Technologies Corp. Common Stock in Q2 2021 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's Evoqua Water Technologies Corp. Common Stock position peaked at $1.52M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.