Alaska Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Alaska Wealth Advisors’s Portfolio ZBH Stock Details ZBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,998	Closed	-$248K	–	66
2019 Q2	$248K	Hold	1,998	–	–	0.03%	61
2019 Q1	$248K	Hold	1,998	–	–	0.03%	61
2018 Q4	$201K	Hold	1,998	–	–	0.06%	54
2018 Q3	$255K	Buy	1,998 +20	+1%	+$2.38K	0.08%	43
2018 Q2	$213K	Buy	+1,978	New	+$215K	0.07%	44
2018 Q1	–	Sell	-1,978	Closed	-$231K	–	47
2017 Q4	$231K	Buy	+1,978	New	+$224K	0.08%	40

Other funds holding ZBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alaska Wealth Advisors's ZBH Position: Q3 2019 in Review

Alaska Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q3 2019, closing a stake of 1,998 shares — an estimated $248K sold.

Alaska Wealth Advisors first reported a position in ZBH in Q4 2017 and held it in 6 quarters. The position peaked at $255K in Q3 2018. 896 funds tracked by Wall St. Rank hold ZBH as of Q3 2019.

Alaska Wealth Advisors reported no remaining Zimmer Biomet position as of Q3 2019 after selling out during the quarter.
Alaska Wealth Advisors sold 1,998 Zimmer Biomet shares in Q3 2019, an estimated $248K.
Alaska Wealth Advisors first reported a position in Zimmer Biomet in Q4 2017 and held it in 6 quarters.
Alaska Wealth Advisors's Zimmer Biomet position peaked at $255K in Q3 2018.
896 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2019.

Based on Alaska Wealth Advisors's 13F filing for Q3 2019, filed 18 Nov 2019.