Nicola Wealth Management’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Nicola Wealth Management’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	-72,000	Closed	-$3.58M	–	112
2023 Q1	$3.58M	Sell	72,000 -78,000	-52%	-$3.64M	0.35%	68
2022 Q4	$5.94M	Hold	150,000	–	–	0.6%	48
2022 Q3	$4.96M	Buy	150,000 +10,000	+7%	+$363K	0.54%	66
2022 Q2	$4.55M	Buy	140,000 +20,000	+17%	+$761K	0.43%	69
2022 Q1	$5.64M	Buy	120,000 +7,000	+6%	+$299K	0.5%	64
2021 Q4	$5.28M	Sell	113,000 -27,000	-19%	-$1.17M	0.5%	70
2021 Q3	$5.26M	Sell	140,000 -29,000	-17%	-$1.05M	0.54%	71
2021 Q2	$5.71M	Hold	169,000	–	–	0.59%	67
2021 Q1	$4.45M	Buy	169,000 +47,000	+39%	+$1.25M	0.5%	76
2020 Q4	$3.29M	Buy	122,000 +42,000	+53%	+$1.04M	0.41%	73
2020 Q3	$1.7M	Buy	80,000 +26,500	+50%	+$528K	0.24%	92
2020 Q2	$995K	Hold	53,500	–	–	0.14%	106
2020 Q1	$600K	Buy	+53,500	New	+$1.01M	0.09%	106

Other funds holding AQUA

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

Nicola Wealth Management's AQUA Position: Q2 2023 in Review

Nicola Wealth Management sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 72,000 shares — an estimated $3.58M sold.

Nicola Wealth Management first reported a position in AQUA in Q1 2020 and held it in 13 quarters. The position peaked at $5.94M in Q4 2022. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.

Nicola Wealth Management reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
Nicola Wealth Management sold 72,000 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $3.58M.
Nicola Wealth Management first reported a position in Evoqua Water Technologies Corp. Common Stock in Q1 2020 and held it in 13 quarters.
Nicola Wealth Management's Evoqua Water Technologies Corp. Common Stock position peaked at $5.94M in Q4 2022.
1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.

Based on Nicola Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.