PWPS
AQUA

Pinnacle Wealth Planning Services’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Pinnacle Wealth Planning Services’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
2022
Q1 		– Sell
-4,363
Closed -$204K – 488
2021
Q4 		$204K Buy
+4,363
New +$190K 0.04% 366

Other funds holding AQUA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Pinnacle Wealth Planning Services's AQUA Position: Q1 2022 in Review

Pinnacle Wealth Planning Services sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q1 2022, closing a stake of 4,363 shares — an estimated $204K sold.

Pinnacle Wealth Planning Services first reported a position in AQUA in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 288 funds tracked by Wall St. Rank hold AQUA as of Q1 2022.

  • Pinnacle Wealth Planning Services reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 4,363 Evoqua Water Technologies Corp. Common Stock shares in Q1 2022, an estimated $204K.
  • Pinnacle Wealth Planning Services first reported a position in Evoqua Water Technologies Corp. Common Stock in Q4 2021 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Evoqua Water Technologies Corp. Common Stock position peaked at $204K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q1 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2022, filed 20 Apr 2022.