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Freedom Wealth Alliance’s Zurn Elkay Water Solutions ZWS Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-4,189
Closed -$88.6K – 460
2022
Q4 		$88.6K Buy
+4,189
New +$98.9K 0.12% 94

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BlackRock
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Freedom Wealth Alliance's ZWS Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2023, closing a stake of 4,189 shares — an estimated $88.6K sold.

Freedom Wealth Alliance first reported a position in ZWS in Q4 2022 and held it in 1 quarter. The position peaked at $88.6K in Q4 2022. 221 funds tracked by Wall St. Rank hold ZWS as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Zurn Elkay Water Solutions position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 4,189 Zurn Elkay Water Solutions shares in Q1 2023, an estimated $88.6K.
  • Freedom Wealth Alliance first reported a position in Zurn Elkay Water Solutions in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Zurn Elkay Water Solutions position peaked at $88.6K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.