Avior Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Avior Wealth Management’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
2024 Q2	–	Sell	-1,789	Closed	-$59.9K	–	3779
2024 Q1	$59.9K	Buy	+1,789	New	+$55.1K	﹤0.01%	1168
2019 Q1	–	Sell	-12,716	Closed	-$140K	–	732
2018 Q4	$140K	Hold	12,716	–	–	0.03%	381
2018 Q3	$189K	Buy	12,716 +1,719	+16%	+$24.5K	0.04%	359
2018 Q2	$154K	Buy	10,997 +1,279	+13%	+$18.1K	0.03%	387
2018 Q1	$139K	Buy	+9,718	New	+$133K	0.03%	400

Other funds holding ZWS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Avior Wealth Management's ZWS Position: Q2 2024 in Review

Avior Wealth Management sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2024, closing a stake of 1,789 shares — an estimated $59.9K sold.

Avior Wealth Management first reported a position in ZWS in Q1 2018 and held it in 5 quarters. The position peaked at $189K in Q3 2018. 299 funds tracked by Wall St. Rank hold ZWS as of Q2 2024.

Avior Wealth Management reported no remaining Zurn Elkay Water Solutions position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 1,789 Zurn Elkay Water Solutions shares in Q2 2024, an estimated $59.9K.
Avior Wealth Management first reported a position in Zurn Elkay Water Solutions in Q1 2018 and held it in 5 quarters.
Avior Wealth Management's Zurn Elkay Water Solutions position peaked at $189K in Q3 2018.
299 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.