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Atlas Capital Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Atlas Capital Advisors’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
2021
Q3 		– Sell
-311
Closed -$7.51K – 971
2021
Q2 		$7.51K Buy
+311
New +$7.47K ﹤0.01% 785

Other funds holding ZWS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Atlas Capital Advisors's ZWS Position: Q3 2021 in Review

Atlas Capital Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q3 2021, closing a stake of 311 shares — an estimated $7.51K sold.

Atlas Capital Advisors first reported a position in ZWS in Q2 2021 and held it in 1 quarter. The position peaked at $7.51K in Q2 2021. 244 funds tracked by Wall St. Rank hold ZWS as of Q3 2021.

  • Atlas Capital Advisors reported no remaining Zurn Elkay Water Solutions position as of Q3 2021 after selling out during the quarter.
  • Atlas Capital Advisors sold 311 Zurn Elkay Water Solutions shares in Q3 2021, an estimated $7.51K.
  • Atlas Capital Advisors first reported a position in Zurn Elkay Water Solutions in Q2 2021 and held it in 1 quarter.
  • Atlas Capital Advisors's Zurn Elkay Water Solutions position peaked at $7.51K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2021.

Based on Atlas Capital Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.