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Sowell Financial Services’s Zurn Elkay Water Solutions ZWS Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-6,290
Closed -$159K – 2810
2021
Q1 		$159K Buy
+6,290
New +$135K 0.01% 1167

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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sowell Financial Services's ZWS Position: Q2 2021 in Review

Sowell Financial Services sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2021, closing a stake of 6,290 shares — an estimated $159K sold.

Sowell Financial Services first reported a position in ZWS in Q1 2021 and held it in 1 quarter. The position peaked at $159K in Q1 2021. 257 funds tracked by Wall St. Rank hold ZWS as of Q2 2021.

  • Sowell Financial Services reported no remaining Zurn Elkay Water Solutions position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,290 Zurn Elkay Water Solutions shares in Q2 2021, an estimated $159K.
  • Sowell Financial Services first reported a position in Zurn Elkay Water Solutions in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Zurn Elkay Water Solutions position peaked at $159K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.