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CFM Wealth Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History

CFM Wealth Partners’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
2020
Q1 		– Sell
-1,225
Closed -$20K – 581
2019
Q4 		$20K Buy
+1,225
New +$17.6K 0.01% 359

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CFM Wealth Partners's ZWS Position: Q1 2020 in Review

CFM Wealth Partners sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2020, closing a stake of 1,225 shares — an estimated $20K sold.

CFM Wealth Partners first reported a position in ZWS in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 213 funds tracked by Wall St. Rank hold ZWS as of Q1 2020.

  • CFM Wealth Partners reported no remaining Zurn Elkay Water Solutions position as of Q1 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,225 Zurn Elkay Water Solutions shares in Q1 2020, an estimated $20K.
  • CFM Wealth Partners first reported a position in Zurn Elkay Water Solutions in Q4 2019 and held it in 1 quarter.
  • CFM Wealth Partners's Zurn Elkay Water Solutions position peaked at $20K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2020.

Based on CFM Wealth Partners's 13F filing for Q1 2020, filed 12 May 2020.