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Annex Advisory Services’s Zurn Elkay Water Solutions ZWS Stock Holding History

Annex Advisory Services’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,000
Closed -$400K – 274
2021
Q4 		$400K Buy
+11,000
New +$396K 0.03% 170

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T. Rowe Price Associates
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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Annex Advisory Services's ZWS Position: Q1 2022 in Review

Annex Advisory Services sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2022, closing a stake of 11,000 shares — an estimated $400K sold.

Annex Advisory Services first reported a position in ZWS in Q4 2021 and held it in 1 quarter. The position peaked at $400K in Q4 2021. 251 funds tracked by Wall St. Rank hold ZWS as of Q1 2022.

  • Annex Advisory Services reported no remaining Zurn Elkay Water Solutions position as of Q1 2022 after selling out during the quarter.
  • Annex Advisory Services sold 11,000 Zurn Elkay Water Solutions shares in Q1 2022, an estimated $400K.
  • Annex Advisory Services first reported a position in Zurn Elkay Water Solutions in Q4 2021 and held it in 1 quarter.
  • Annex Advisory Services's Zurn Elkay Water Solutions position peaked at $400K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2022.

Based on Annex Advisory Services's 13F filing for Q1 2022, filed 13 Apr 2022.