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Inspire Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Inspire Advisors’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
Q1 		– Sell
-594
Closed -$11K – 758
2020
Q4 		$11K Buy
+594
New +$10.2K ﹤0.01% 515

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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Inspire Advisors's ZWS Position: Q1 2021 in Review

Inspire Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2021, closing a stake of 594 shares — an estimated $11K sold.

Inspire Advisors first reported a position in ZWS in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 248 funds tracked by Wall St. Rank hold ZWS as of Q1 2021.

  • Inspire Advisors reported no remaining Zurn Elkay Water Solutions position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 594 Zurn Elkay Water Solutions shares in Q1 2021, an estimated $11K.
  • Inspire Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's Zurn Elkay Water Solutions position peaked at $11K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.