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Avantax Advisory Services’s ZIM Integrated Shipping Services ZIM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-27,028
Closed -$394K – 2445
2025
Q1 		$394K Buy
+27,028
New +$508K ﹤0.01% 1668
2023
Q2 		– Sell
-8,867
Closed -$209K – 1583
2023
Q1 		$209K Buy
+8,867
New +$186K ﹤0.01% 1353
2022
Q4 		– Sell
-18,190
Closed -$427K – 1472
2022
Q3 		$427K Buy
18,190
+2,755
+18% +$114K 0.01% 844
2022
Q2 		$729K Buy
15,435
+11,697
+313% +$687K 0.01% 646
2022
Q1 		$271K Buy
+3,738
New +$259K ﹤0.01% 1050

Other funds holding ZIM

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Advisory Services's ZIM Position: Q2 2025 in Review

Avantax Advisory Services sold out of ZIM Integrated Shipping Services (ZIM) in Q2 2025, closing a stake of 27,028 shares — an estimated $394K sold.

Avantax Advisory Services first reported a position in ZIM in Q1 2022 and held it in 5 quarters. The position peaked at $729K in Q2 2022. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2025.

  • Avantax Advisory Services reported no remaining ZIM Integrated Shipping Services position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 27,028 ZIM Integrated Shipping Services shares in Q2 2025, an estimated $394K.
  • Avantax Advisory Services first reported a position in ZIM Integrated Shipping Services in Q1 2022 and held it in 5 quarters.
  • Avantax Advisory Services's ZIM Integrated Shipping Services position peaked at $729K in Q2 2022.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.