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

Next Financial Group’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
2021 Q2	–	Sell	-1,400	Closed	-$37K	–	2744
2021 Q1	$37K	Buy	+1,400	New	+$37.3K	﹤0.01%	1408
2020 Q2	–	Sell	-3,661	Closed	-$41K	–	2024
2020 Q1	$41K	Sell	3,661 -18,767	-84%	-$353K	0.01%	1052
2019 Q4	$425K	Buy	22,428 +20,298	+953%	+$364K	0.04%	407
2019 Q3	$36K	Hold	2,130	–	–	﹤0.01%	1251
2019 Q2	$30K	Hold	2,130	–	–	﹤0.01%	1335
2019 Q1	$27K	Hold	2,130	–	–	0.01%	891
2018 Q4	$20K	Buy	2,130 +130	+7%	+$1.5K	﹤0.01%	1101
2018 Q3	$36K	Buy	+2,000	New	+$39.2K	0.02%	616

Other funds holding AQUA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Next Financial Group's AQUA Position: Q2 2021 in Review

Next Financial Group sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2021, closing a stake of 1,400 shares — an estimated $37K sold.

Next Financial Group first reported a position in AQUA in Q3 2018 and held it in 8 quarters. The position peaked at $425K in Q4 2019. 248 funds tracked by Wall St. Rank hold AQUA as of Q2 2021.

Next Financial Group reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 1,400 Evoqua Water Technologies Corp. Common Stock shares in Q2 2021, an estimated $37K.
Next Financial Group first reported a position in Evoqua Water Technologies Corp. Common Stock in Q3 2018 and held it in 8 quarters.
Next Financial Group's Evoqua Water Technologies Corp. Common Stock position peaked at $425K in Q4 2019.
248 funds tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.