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Amplius Wealth Advisors’s Zimmer Biomet ZBH Stock Holding History

Amplius 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
2022
Q1 		– Sell
-212
Closed -$26K – 941
2021
Q4 		$26K Buy
+212
New +$27.7K ﹤0.01% 430

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amplius Wealth Advisors's ZBH Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Zimmer Biomet (ZBH) in Q1 2022, closing a stake of 212 shares — an estimated $26K sold.

Amplius Wealth Advisors first reported a position in ZBH in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 977 funds tracked by Wall St. Rank hold ZBH as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Zimmer Biomet position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 212 Zimmer Biomet shares in Q1 2022, an estimated $26K.
  • Amplius Wealth Advisors first reported a position in Zimmer Biomet in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Zimmer Biomet position peaked at $26K in Q4 2021.
  • 977 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.