LPL Financial
AQUA

LPL Financial’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

LPL Financial’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
-24,070
Closed -$1.2M – 4736
2023
Q1 		$1.2M Sell
24,070
-5,469
-19% -$255K ﹤0.01% 2606
2022
Q4 		$1.17M Sell
29,539
-72,496
-71% -$2.85M ﹤0.01% 2520
2022
Q3 		$3.37M Buy
102,035
+3,255
+3% +$118K ﹤0.01% 1634
2022
Q2 		$3.21M Sell
98,780
-1,211
-1% -$46.1K ﹤0.01% 1684
2022
Q1 		$4.7M Buy
99,991
+87,766
+718% +$3.75M ﹤0.01% 1481
2021
Q4 		$572K Buy
+12,225
New +$532K ﹤0.01% 3165
2021
Q3 		– Sell
-22,640
Closed -$765K – 4450
2021
Q2 		$765K Buy
22,640
+579
+3% +$17.4K ﹤0.01% 2795
2021
Q1 		$580K Buy
22,061
+5,962
+37% +$159K ﹤0.01% 2898
2020
Q4 		$434K Sell
16,099
-154
-0.9% -$3.82K ﹤0.01% 2883
2020
Q3 		$345K Sell
16,253
-319
-2% -$6.36K ﹤0.01% 2800
2020
Q2 		$308K Buy
16,572
+2,840
+21% +$47K ﹤0.01% 2814
2020
Q1 		$154K Buy
+13,732
New +$258K ﹤0.01% 2892

Other funds holding AQUA

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

LPL Financial's AQUA Position: Q2 2023 in Review

LPL Financial sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 24,070 shares — an estimated $1.2M sold.

LPL Financial first reported a position in AQUA in Q1 2020 and held it in 12 quarters. The position peaked at $4.7M in Q1 2022. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.

  • LPL Financial reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
  • LPL Financial sold 24,070 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $1.2M.
  • LPL Financial first reported a position in Evoqua Water Technologies Corp. Common Stock in Q1 2020 and held it in 12 quarters.
  • LPL Financial's Evoqua Water Technologies Corp. Common Stock position peaked at $4.7M in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.

Based on LPL Financial's 13F filing for Q2 2023, filed 31 Jul 2023.