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Washington Trust Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Washington Trust 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
Q1 		– Sell
-153
Closed -$3.24K – 805
2022
Q4 		$3.24K Hold
153
– – ﹤0.01% 671
2022
Q3 		$4K Hold
153
– – ﹤0.01% 777
2022
Q2 		$4K Hold
153
– – ﹤0.01% 804
2022
Q1 		$5K Hold
153
– – ﹤0.01% 834
2021
Q4 		$6K Buy
+153
New +$5.51K ﹤0.01% 833

Other funds holding ZWS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Washington Trust Advisors's ZWS Position: Q1 2023 in Review

Washington Trust Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2023, closing a stake of 153 shares — an estimated $3.24K sold.

Washington Trust Advisors first reported a position in ZWS in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 222 funds tracked by Wall St. Rank hold ZWS as of Q1 2023.

  • Washington Trust Advisors reported no remaining Zurn Elkay Water Solutions position as of Q1 2023 after selling out during the quarter.
  • Washington Trust Advisors sold 153 Zurn Elkay Water Solutions shares in Q1 2023, an estimated $3.24K.
  • Washington Trust Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2021 and held it in 5 quarters.
  • Washington Trust Advisors's Zurn Elkay Water Solutions position peaked at $6K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2023.

Based on Washington Trust Advisors's 13F filing for Q1 2023, filed 4 May 2023.