Schechter Investment Advisors’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Schechter Investment Advisors’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	-5,732	Closed	-$285K	–	758
2023 Q1	$285K	Sell	5,732 -1,061	-16%	-$49.6K	0.03%	532
2022 Q4	$269K	Buy	+6,793	New	+$267K	0.02%	655
2022 Q2	–	Sell	-6,922	Closed	-$326K	–	1022
2022 Q1	$326K	Sell	6,922 -442	-6%	-$18.9K	0.03%	675
2021 Q4	$344K	Buy	+7,364	New	+$320K	0.03%	639

Other funds holding AQUA

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

Schechter Investment Advisors's AQUA Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 5,732 shares — an estimated $285K sold.

Schechter Investment Advisors first reported a position in AQUA in Q4 2021 and held it in 4 quarters. The position peaked at $344K in Q4 2021. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.

Schechter Investment Advisors reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 5,732 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $285K.
Schechter Investment Advisors first reported a position in Evoqua Water Technologies Corp. Common Stock in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's Evoqua Water Technologies Corp. Common Stock position peaked at $344K in Q4 2021.
1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.