Atlas Private Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-297	Closed	-$46K	–	399
2021 Q1	$46K	Hold	297	–	–	0.03%	193
2020 Q4	$44K	Hold	297	–	–	0.03%	202
2020 Q3	$39K	Hold	297	–	–	0.03%	203
2020 Q2	$34K	Hold	297	–	–	0.03%	221
2020 Q1	$29K	Hold	297	–	–	0.03%	218
2019 Q4	$43K	Buy	+297	New	+$41K	0.03%	216

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Atlas Private Wealth Management's ZBH Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Zimmer Biomet (ZBH) in Q2 2021, closing a stake of 297 shares — an estimated $46K sold.

Atlas Private Wealth Management first reported a position in ZBH in Q4 2019 and held it in 6 quarters. The position peaked at $46K in Q1 2021. 1,018 funds tracked by Wall St. Rank hold ZBH as of Q2 2021.

Atlas Private Wealth Management reported no remaining Zimmer Biomet position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 297 Zimmer Biomet shares in Q2 2021, an estimated $46K.
Atlas Private Wealth Management first reported a position in Zimmer Biomet in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Zimmer Biomet position peaked at $46K in Q1 2021.
1,018 funds tracked by Wall St. Rank held Zimmer Biomet as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.