AWM
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Align Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Align Wealth Management’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
2022
Q4 		$9.93K Buy
+95
New +$11K 0.01% 136

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Align Wealth Management's ZBH Position: Q4 2022 in Review

Align Wealth Management opened a new position in Zimmer Biomet (ZBH) in Q4 2022: 95 shares worth $9.93K. The stake represents 0.01% of the portfolio and ranks #136 among its holdings.

977 funds tracked by Wall St. Rank hold ZBH as of Q4 2022.

  • Align Wealth Management held 95 shares of Zimmer Biomet worth $9.93K as of Q4 2022.
  • Zimmer Biomet was a new Align Wealth Management position in Q4 2022.
  • Zimmer Biomet made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #136 holding.
  • 977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.