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

Regent Peak 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
2021
Q1 		– Sell
-39
Closed -$1K – 1043
2020
Q4 		$1K Buy
+39
New +$669 ﹤0.01% 1019

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Wellington Management Group
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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

Regent Peak Wealth Advisors's ZWS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2021, closing a stake of 39 shares — an estimated $1K sold.

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

  • Regent Peak Wealth Advisors reported no remaining Zurn Elkay Water Solutions position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 39 Zurn Elkay Water Solutions shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Zurn Elkay Water Solutions position peaked at $1K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.