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

Geneos 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
2021
Q2 		– Sell
-112
Closed -$2K – 3144
2021
Q1 		$2K Buy
+112
New +$2.41K ﹤0.01% 2954

Other funds holding ZWS

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geneos Wealth Management's ZWS Position: Q2 2021 in Review

Geneos Wealth Management sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2021, closing a stake of 112 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in ZWS in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 257 funds tracked by Wall St. Rank hold ZWS as of Q2 2021.

  • Geneos Wealth Management reported no remaining Zurn Elkay Water Solutions position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 112 Zurn Elkay Water Solutions shares in Q2 2021, an estimated $2K.
  • Geneos Wealth Management first reported a position in Zurn Elkay Water Solutions in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Zurn Elkay Water Solutions position peaked at $2K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.