TWA
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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 – 2311
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 – 1693
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return