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

TCI 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
2023 Q2	–	Sell	-8	Closed	-$171	–	2309
2023 Q1	$171	Sell	8 -189	-96%	-$4.16K	﹤0.01%	2354
2022 Q4	$4.17K	Sell	197 -332	-63%	-$7.84K	﹤0.01%	1648
2022 Q3	$13K	Buy	529 +10	+2%	+$285	﹤0.01%	887
2022 Q2	$14K	Buy	519 +329	+173%	+$9.98K	﹤0.01%	828
2022 Q1	$7K	Hold	190	–	–	﹤0.01%	1365
2021 Q4	$7K	Sell	190 -204	-52%	-$7.34K	﹤0.01%	1473
2021 Q3	$12K	Hold	394	–	–	﹤0.01%	1003
2021 Q2	$10K	Buy	394 +184	+88%	+$4.42K	﹤0.01%	994
2021 Q1	$5K	Buy	+210	New	+$4.51K	﹤0.01%	1317
2018 Q4	–	Sell	-44	Closed	-$1K	–	1686
2018 Q3	$1K	Sell	44 -85	-66%	-$1.21K	﹤0.01%	1359
2018 Q2	$2K	Buy	+129	New	+$1.82K	﹤0.01%	1169

Other funds holding ZWS

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's ZWS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2023, closing a stake of 8 shares — an estimated $171 sold.

TCI Wealth Advisors first reported a position in ZWS in Q2 2018 and held it in 11 quarters. The position peaked at $14K in Q2 2022. 216 funds tracked by Wall St. Rank hold ZWS as of Q2 2023.

TCI Wealth Advisors reported no remaining Zurn Elkay Water Solutions position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 8 Zurn Elkay Water Solutions shares in Q2 2023, an estimated $171.
TCI Wealth Advisors first reported a position in Zurn Elkay Water Solutions in Q2 2018 and held it in 11 quarters.
TCI Wealth Advisors's Zurn Elkay Water Solutions position peaked at $14K in Q2 2022.
216 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.