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

IHT 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
Q1 		– Sell
-9,348
Closed -$275K – 1073
2023
Q4 		$275K Buy
9,348
+2,095
+29% +$59.3K 0.01% 802
2023
Q3 		$203K Buy
+7,253
New +$207K 0.01% 873

Other funds holding ZWS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

IHT Wealth Management's ZWS Position: Q1 2024 in Review

IHT Wealth Management sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2024, closing a stake of 9,348 shares — an estimated $275K sold.

IHT Wealth Management first reported a position in ZWS in Q3 2023 and held it in 2 quarters. The position peaked at $275K in Q4 2023. 300 funds tracked by Wall St. Rank hold ZWS as of Q1 2024.

  • IHT Wealth Management reported no remaining Zurn Elkay Water Solutions position as of Q1 2024 after selling out during the quarter.
  • IHT Wealth Management sold 9,348 Zurn Elkay Water Solutions shares in Q1 2024, an estimated $275K.
  • IHT Wealth Management first reported a position in Zurn Elkay Water Solutions in Q3 2023 and held it in 2 quarters.
  • IHT Wealth Management's Zurn Elkay Water Solutions position peaked at $275K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2024.

Based on IHT Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.