SPIA
AQUA

Steward Partners Investment Advisory’s Evoqua Water Technologies Corp. Common Stock AQUA Stock Holding History

Steward Partners Investment Advisory’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
-8,245
Closed -$410K – 3415
2023
Q1 		$410K Hold
8,245
– – 0.01% 1002
2022
Q4 		$327K Sell
8,245
-25
-0.3% -$983 0.01% 1051
2022
Q3 		$273K Buy
8,270
+131
+2% +$4.75K 0.01% 1070
2022
Q2 		$265K Hold
8,139
– – ﹤0.01% 1089
2022
Q1 		$382K Buy
8,139
+184
+2% +$7.85K 0.01% 1022
2021
Q4 		$372K Sell
7,955
-5,701
-42% -$248K 0.01% 1059
2021
Q3 		$513K Buy
13,656
+689
+5% +$24.9K 0.01% 894
2021
Q2 		$438K Buy
12,967
+3,384
+35% +$102K 0.01% 991
2021
Q1 		$252K Buy
9,583
+5,519
+136% +$147K ﹤0.01% 1187
2020
Q4 		$110K Buy
4,064
+900
+28% +$22.3K ﹤0.01% 1327
2020
Q3 		$67K Hold
3,164
– – ﹤0.01% 1379
2020
Q2 		$59K Hold
3,164
– – ﹤0.01% 1349
2020
Q1 		$35K Buy
3,164
+400
+14% +$7.53K ﹤0.01% 1399
2019
Q4 		$52K Sell
2,764
-697
-20% -$12.5K ﹤0.01% 1378
2019
Q3 		$58K Hold
3,461
– – ﹤0.01% 1297
2019
Q2 		$49K Buy
+3,461
New +$45K ﹤0.01% 1345

Other funds holding AQUA

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

Steward Partners Investment Advisory's AQUA Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Evoqua Water Technologies Corp. Common Stock (AQUA) in Q2 2023, closing a stake of 8,245 shares — an estimated $410K sold.

Steward Partners Investment Advisory first reported a position in AQUA in Q2 2019 and held it in 16 quarters. The position peaked at $513K in Q3 2021. 1 fund tracked by Wall St. Rank holds AQUA as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining Evoqua Water Technologies Corp. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 8,245 Evoqua Water Technologies Corp. Common Stock shares in Q2 2023, an estimated $410K.
  • Steward Partners Investment Advisory first reported a position in Evoqua Water Technologies Corp. Common Stock in Q2 2019 and held it in 16 quarters.
  • Steward Partners Investment Advisory's Evoqua Water Technologies Corp. Common Stock position peaked at $513K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Evoqua Water Technologies Corp. Common Stock as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.