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Avantax Planning Partners’s Zimmer Biomet ZBH Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-297
Closed -$38K – 1232
2018
Q3 		$38K Buy
+297
New +$35.3K ﹤0.01% 549
2018
Q2 		– Sell
-282
Closed -$30K – 1523
2018
Q1 		$30K Buy
+282
New +$32.7K ﹤0.01% 652

Other funds holding ZBH

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Vanguard Group
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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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Planning Partners's ZBH Position: Q4 2018 in Review

Avantax Planning Partners sold out of Zimmer Biomet (ZBH) in Q4 2018, closing a stake of 297 shares — an estimated $38K sold.

Avantax Planning Partners first reported a position in ZBH in Q1 2018 and held it in 2 quarters. The position peaked at $38K in Q3 2018. 871 funds tracked by Wall St. Rank hold ZBH as of Q4 2018.

  • Avantax Planning Partners reported no remaining Zimmer Biomet position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 297 Zimmer Biomet shares in Q4 2018, an estimated $38K.
  • Avantax Planning Partners first reported a position in Zimmer Biomet in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Zimmer Biomet position peaked at $38K in Q3 2018.
  • 871 funds tracked by Wall St. Rank held Zimmer Biomet as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.