SWS
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SYSTM Wealth Solutions’s Zurn Elkay Water Solutions ZWS Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-1,376
Closed -$46.1K – 986
2024
Q1 		$46.1K Buy
1,376
+1
+0.1% +$31 0.01% 594
2023
Q4 		$40.4K Buy
+1,375
New +$38.9K 0.01% 612

Other funds holding ZWS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SYSTM Wealth Solutions's ZWS Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2024, closing a stake of 1,376 shares — an estimated $46.1K sold.

SYSTM Wealth Solutions first reported a position in ZWS in Q4 2023 and held it in 2 quarters. The position peaked at $46.1K in Q1 2024. 299 funds tracked by Wall St. Rank hold ZWS as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Zurn Elkay Water Solutions position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,376 Zurn Elkay Water Solutions shares in Q2 2024, an estimated $46.1K.
  • SYSTM Wealth Solutions first reported a position in Zurn Elkay Water Solutions in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Zurn Elkay Water Solutions position peaked at $46.1K in Q1 2024.
  • 299 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.