Atria Wealth Solutions’s ZIM Integrated Shipping Services ZIM Stock Holding History

Atria Wealth Solutions’s Portfolio ZIM Stock Details ZIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,025	Closed	-$132K	–	2084
2024 Q1	$132K	Sell	13,025 -9,775	-43%	-$119K	﹤0.01%	1868
2023 Q4	$225K	Sell	22,800 -1,050	-4%	-$8.82K	﹤0.01%	1697
2023 Q3	$249K	Sell	23,850 -200	-0.8%	-$2.54K	﹤0.01%	1540
2023 Q2	$298K	Buy	24,050 +729	+3%	+$11.7K	﹤0.01%	1446
2023 Q1	$550K	Buy	23,321 +3,175	+16%	+$66.7K	0.01%	1077
2022 Q4	$346K	Buy	20,146 +1,177	+6%	+$26.2K	0.01%	1274
2022 Q3	$446K	Sell	18,969 -19,661	-51%	-$812K	0.01%	1085
2022 Q2	$1.82M	Sell	38,630 -18,622	-33%	-$1.09M	0.03%	477
2022 Q1	$4.16M	Buy	+57,252	New	+$3.96M	0.07%	291

Other funds holding ZIM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Atria Wealth Solutions's ZIM Position: Q2 2024 in Review

Atria Wealth Solutions sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2024, closing a stake of 13,025 shares — an estimated $132K sold.

Atria Wealth Solutions first reported a position in ZIM in Q1 2022 and held it in 9 quarters. The position peaked at $4.16M in Q1 2022. 204 funds tracked by Wall St. Rank hold ZIM as of Q2 2024.

Atria Wealth Solutions reported no remaining ZIM Integrated Shipping Services position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 13,025 ZIM Integrated Shipping Services shares in Q2 2024, an estimated $132K.
Atria Wealth Solutions first reported a position in ZIM Integrated Shipping Services in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's ZIM Integrated Shipping Services position peaked at $4.16M in Q1 2022.
204 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.