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Alterna Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Alterna 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
2019
Q1 		– Sell
-8,578
Closed -$1.07M – 343
2018
Q4 		$1.07M Buy
+8,578
New +$965K 0.17% 92

Other funds holding ZBH

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alterna Wealth Management's ZBH Position: Q1 2019 in Review

Alterna Wealth Management sold out of Zimmer Biomet (ZBH) in Q1 2019, closing a stake of 8,578 shares — an estimated $1.07M sold.

Alterna Wealth Management first reported a position in ZBH in Q4 2018 and held it in 1 quarter. The position peaked at $1.07M in Q4 2018. 897 funds tracked by Wall St. Rank hold ZBH as of Q1 2019.

  • Alterna Wealth Management reported no remaining Zimmer Biomet position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 8,578 Zimmer Biomet shares in Q1 2019, an estimated $1.07M.
  • Alterna Wealth Management first reported a position in Zimmer Biomet in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Zimmer Biomet position peaked at $1.07M in Q4 2018.
  • 897 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.