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One Wealth Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

One Wealth 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
2019
Q2 		– Sell
-355
Closed -$4K – 491
2019
Q1 		$4K Buy
+355
New +$4.42K ﹤0.01% 411
2018
Q4 		– Sell
-145
Closed -$2K – 487
2018
Q3 		$2K Buy
+145
New +$2.07K ﹤0.01% 525

Other funds holding ZWS

Janus Henderson Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

One Wealth Advisors's ZWS Position: Q2 2019 in Review

One Wealth Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2019, closing a stake of 355 shares — an estimated $4K sold.

One Wealth Advisors first reported a position in ZWS in Q3 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 198 funds tracked by Wall St. Rank hold ZWS as of Q2 2019.

  • One Wealth Advisors reported no remaining Zurn Elkay Water Solutions position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 355 Zurn Elkay Water Solutions shares in Q2 2019, an estimated $4K.
  • One Wealth Advisors first reported a position in Zurn Elkay Water Solutions in Q3 2018 and held it in 2 quarters.
  • One Wealth Advisors's Zurn Elkay Water Solutions position peaked at $4K in Q1 2019.
  • 198 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.