AWE
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Avidian Wealth Enterprises’s Zimmer Biomet ZBH Stock Holding History

Avidian Wealth Enterprises’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
2020
Q1 		– Sell
-1,971
Closed -$287K – 260
2019
Q4 		$287K Sell
1,971
-1,049
-35% -$145K 0.04% 183
2019
Q3 		$239K Buy
+3,020
New +$390K 0.04% 169

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Avidian Wealth Enterprises's ZBH Position: Q1 2020 in Review

Avidian Wealth Enterprises sold out of Zimmer Biomet (ZBH) in Q1 2020, closing a stake of 1,971 shares — an estimated $287K sold.

Avidian Wealth Enterprises first reported a position in ZBH in Q3 2019 and held it in 2 quarters. The position peaked at $287K in Q4 2019. 883 funds tracked by Wall St. Rank hold ZBH as of Q1 2020.

  • Avidian Wealth Enterprises reported no remaining Zimmer Biomet position as of Q1 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,971 Zimmer Biomet shares in Q1 2020, an estimated $287K.
  • Avidian Wealth Enterprises first reported a position in Zimmer Biomet in Q3 2019 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Zimmer Biomet position peaked at $287K in Q4 2019.
  • 883 funds tracked by Wall St. Rank held Zimmer Biomet as of Q1 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2020, filed 22 Apr 2020.