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Pension & Wealth Management Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Pension & Wealth Management 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
2024
Q1 		– Sell
-3,792
Closed -$112K – 380
2023
Q4 		$112K Buy
3,792
+9
+0.2% +$255 0.07% 135
2023
Q3 		$106K Sell
3,783
-2,334
-38% -$66.7K 0.08% 125
2023
Q2 		$164K Sell
6,117
-729
-11% -$16.6K 0.12% 96
2023
Q1 		$146K Buy
+6,846
New +$151K 0.12% 96

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

Pension & Wealth Management Advisors's ZWS Position: Q1 2024 in Review

Pension & Wealth Management Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2024, closing a stake of 3,792 shares — an estimated $112K sold.

Pension & Wealth Management Advisors first reported a position in ZWS in Q1 2023 and held it in 4 quarters. The position peaked at $164K in Q2 2023. 300 funds tracked by Wall St. Rank hold ZWS as of Q1 2024.

  • Pension & Wealth Management Advisors reported no remaining Zurn Elkay Water Solutions position as of Q1 2024 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 3,792 Zurn Elkay Water Solutions shares in Q1 2024, an estimated $112K.
  • Pension & Wealth Management Advisors first reported a position in Zurn Elkay Water Solutions in Q1 2023 and held it in 4 quarters.
  • Pension & Wealth Management Advisors's Zurn Elkay Water Solutions position peaked at $164K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2024, filed 7 Aug 2026.